Measured Wealth Private Client Group, LLC RSP Holdings History
Measured Wealth Private Client Group, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 142,341.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $24.66 Mil. This investment constitutes 7.92% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2018Q3. And since then Measured Wealth Private Client Group, LLC has made 5 purchases of RSP, at an average price of $170.39, for a total of 183,057.00 shares. In addition, there have been 5 sales at an average price of $174.34 for 40,716.00 shares. Based on historical transaction data and RSP's current price of $184.71, Measured Wealth Private Client Group, LLC's estimated gain on his RSP holdings is $2.20 Mil, reflecting a 7.05% gain to date.
Measured Wealth Private Client Group, LLC RSP ($184.71) Holding Chart
Measured Wealth Private Client Group, LLC RSP ($184.71) 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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