Lifestyle Asset Management, Inc. RSP Holdings History
Lifestyle Asset Management, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, Lifestyle Asset Management, Inc. held 56,389.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $10.25 Mil. This investment constitutes 4.78% of their stock portfolio, and Lifestyle Asset Management, Inc. now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q1. And since then Lifestyle Asset Management, Inc. has made 4 purchases of RSP, at an average price of $171.69, for a total of 69,483.00 shares. In addition, there have been 1 sales at an average price of $143.53 for 13,094.00 shares. Based on historical transaction data and RSP's current price of $187.21, Lifestyle Asset Management, Inc.'s estimated gain on his RSP holdings is $506,294.39, reflecting a 4.24% gain to date.
Lifestyle Asset Management, Inc. RSP ($187.21) Holding Chart
Lifestyle Asset Management, Inc. RSP ($187.21) 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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