LeConte Wealth Management, LLC RSP Holdings History
Number of Shares
186,265.00
Current Holdings Value*
$32.27 Mil
% of Portfolio
20.56%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
3.71%
LeConte Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, LeConte Wealth Management, LLC held 186,265.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $32.27 Mil. This investment constitutes 20.56% of their stock portfolio, and LeConte Wealth Management, LLC now holds 0.05% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and RSP's current price of $184.42, LeConte Wealth Management, LLC's estimated gain on his RSP holdings is $1.23 Mil, reflecting a 3.71% gain to date.
LeConte Wealth Management, LLC RSP ($184.42) Holding Chart
LeConte Wealth Management, LLC 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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