INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC RSP Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 836.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $137,340.00. This investment constitutes 0.02% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2021Q1. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 6 purchases of RSP, at an average price of $157.43, for a total of 18,400.00 shares. In addition, there have been 4 sales at an average price of $161.43 for 17,564.00 shares. Based on historical transaction data and RSP's current price of $185.58, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his RSP holdings is $93,734.14, reflecting a 3.24% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC RSP ($185.58) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC RSP ($185.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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