Intrepid Financial Planning Group LLC RSP Holdings History
Intrepid Financial Planning Group LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 39,220.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $6.81 Mil. This investment constitutes 3.15% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q2. And since then Intrepid Financial Planning Group LLC has made 4 purchases of RSP, at an average price of $145.78, for a total of 47,110.00 shares. In addition, there have been 7 sales at an average price of $160.93 for 7,890.00 shares. Based on historical transaction data and RSP's current price of $179.52, Intrepid Financial Planning Group LLC's estimated gain on his RSP holdings is $1.44 Mil, reflecting a 21.01% gain to date.
Intrepid Financial Planning Group LLC RSP ($179.52) Holding Chart
Intrepid Financial Planning Group LLC RSP ($179.52) 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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