Kiely Wealth Advisory Group, Inc. RSP Holdings History
Kiely Wealth Advisory Group, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 124,414.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $22.49 Mil. This investment constitutes 14.47% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then Kiely Wealth Advisory Group, Inc. has made 2 purchases of RSP, at an average price of $145.92, for a total of 131,500.00 shares. In addition, there have been 2 sales at an average price of $175.30 for 7,086.00 shares. Based on historical transaction data and RSP's current price of $184.42, Kiely Wealth Advisory Group, Inc.'s estimated gain on his RSP holdings is $5.00 Mil, reflecting a 26.05% gain to date.
Kiely Wealth Advisory Group, Inc. RSP ($184.42) Holding Chart
Kiely Wealth Advisory Group, Inc. RSP ($184.42) 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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