Number of Shares
62,283.00
Current Holdings Value*
$11.32 Mil
% of Portfolio
6.48%
Total Estimate Gain
$965,315.97
% of Total Estimate Gain
8.98%

Lake Hills Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, Lake Hills Wealth Management, LLC held 62,283.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $11.32 Mil. This investment constitutes 6.48% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q1. And since then Lake Hills Wealth Management, LLC has made 5 purchases of RSP, at an average price of $170.40, for a total of 63,068.00 shares. In addition, there have been 1 sales at an average price of $170.84 for 785.00 shares. Based on historical transaction data and RSP's current price of $185.89, Lake Hills Wealth Management, LLC's estimated gain on his RSP holdings is $965,315.97, reflecting a 8.98% gain to date.

Lake Hills Wealth Management, LLC RSP ($185.89) Holding Chart

Lake Hills Wealth Management, LLC RSP ($185.89) 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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