MGO Private Wealth, LLC RSP Holdings History
MGO Private Wealth, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, MGO Private Wealth, LLC held 13,931.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $2.41 Mil. This investment constitutes 1.7% of their stock portfolio, and MGO Private Wealth, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q3. And since then MGO Private Wealth, LLC has made 2 purchases of RSP, at an average price of $166.43, for a total of 20,686.00 shares. In addition, there have been 1 sales at an average price of $139.35 for 6,755.00 shares. Based on historical transaction data and RSP's current price of $184.18, MGO Private Wealth, LLC's estimated gain on his RSP holdings is $64,383.93, reflecting a 1.87% gain to date.
MGO Private Wealth, LLC RSP ($184.18) Holding Chart
MGO Private Wealth, 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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