Number of Shares
398,971.00
Current Holdings Value*
$69.11 Mil
% of Portfolio
18.38%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
2.19%

New Harbor Financial Group, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, New Harbor Financial Group, LLC held 398,971.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $69.11 Mil. This investment constitutes 18.38% of their stock portfolio, and New Harbor Financial Group, LLC now holds 0.1% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. And since then New Harbor Financial Group, LLC has made 2 purchases of RSP, at an average price of $179.77, for a total of 398,971.00 shares. Based on historical transaction data and RSP's current price of $183.70, New Harbor Financial Group, LLC's estimated gain on his RSP holdings is $1.57 Mil, reflecting a 2.19% gain to date.

New Harbor Financial Group, LLC RSP ($183.70) Holding Chart

New Harbor Financial Group, LLC RSP ($183.70) 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