Marshall & Sterling Wealth Advisors Inc. RSP Holdings History
Marshall & Sterling Wealth Advisors Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 40,477.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $7.01 Mil. This investment constitutes 4.77% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of RSP, at an average price of $180.74, for a total of 40,477.00 shares. Based on historical transaction data and RSP's current price of $184.18, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his RSP holdings is $139,110.12, reflecting a 1.90% gain to date.
Marshall & Sterling Wealth Advisors Inc. RSP ($184.18) Holding Chart
Marshall & Sterling Wealth Advisors Inc. 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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