LWM Advisory Services, LLC RSP Holdings History
LWM Advisory Services, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 49,107.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $8.51 Mil. This investment constitutes 5.91% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q4. And since then LWM Advisory Services, LLC has made 3 purchases of RSP, at an average price of $173.72, for a total of 56,056.00 shares. In addition, there have been 5 sales at an average price of $156.84 for 6,949.00 shares. Based on historical transaction data and RSP's current price of $184.18, LWM Advisory Services, LLC's estimated gain on his RSP holdings is $396,364.96, reflecting a 4.07% gain to date.
LWM Advisory Services, LLC RSP ($184.18) Holding Chart
LWM Advisory Services, LLC RSP ($184.18) 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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