MOSAIC FINANCIAL GROUP, LLC RSP Holdings History
MOSAIC FINANCIAL GROUP, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 18,811.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $3.26 Mil. This investment constitutes 2.65% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 4 purchases of RSP, at an average price of $162.36, for a total of 18,811.00 shares. Based on historical transaction data and RSP's current price of $178.88, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his RSP holdings is $310,775.72, reflecting a 10.18% gain to date.
MOSAIC FINANCIAL GROUP, LLC RSP ($178.88) Holding Chart
MOSAIC FINANCIAL GROUP, LLC RSP ($178.88) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
