LAKE STREET PRIVATE WEALTH, LLC RSP Holdings History
LAKE STREET PRIVATE WEALTH, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 51,751.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $8.96 Mil. This investment constitutes 1.46% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2021Q4. And since then LAKE STREET PRIVATE WEALTH, LLC has made 5 purchases of RSP, at an average price of $164.57, for a total of 60,151.00 shares. In addition, there have been 4 sales at an average price of $171.98 for 8,400.00 shares. Based on historical transaction data and RSP's current price of $187.43, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his RSP holdings is $1.25 Mil, reflecting a 12.58% gain to date.
LAKE STREET PRIVATE WEALTH, LLC RSP ($187.43) Holding Chart
LAKE STREET PRIVATE WEALTH, LLC RSP ($187.43) 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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