Number of Shares
144,687.00
Current Holdings Value*
$25.06 Mil
% of Portfolio
8.04%
Total Estimate Gain
$6.17 Mil
% of Total Estimate Gain
12.19%

Kaydan Wealth Management, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Kaydan Wealth Management, Inc. held 144,687.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $25.06 Mil. This investment constitutes 8.04% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2021Q4. And since then Kaydan Wealth Management, Inc. has made 4 purchases of RSP, at an average price of $151.85, for a total of 333,471.00 shares. In addition, there have been 8 sales at an average price of $159.00 for 188,784.00 shares. Based on historical transaction data and RSP's current price of $185.18, Kaydan Wealth Management, Inc.'s estimated gain on his RSP holdings is $6.17 Mil, reflecting a 12.19% gain to date.

Kaydan Wealth Management, Inc. RSP ($185.18) Holding Chart

Kaydan Wealth Management, Inc. RSP ($185.18) 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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