Number of Shares
31,851.00
Current Holdings Value*
$5.52 Mil
% of Portfolio
5.86%
Total Estimate Gain
$122,882.85
% of Total Estimate Gain
2.13%

PMG Wealth Management, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, PMG Wealth Management, Inc. held 31,851.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $5.52 Mil. This investment constitutes 5.86% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $177.82 for 126.00 shares. Based on historical transaction data and RSP's current price of $184.71, PMG Wealth Management, Inc.'s estimated gain on his RSP holdings is $122,882.85, reflecting a 2.13% gain to date.

PMG Wealth Management, Inc. RSP ($184.71) Holding Chart

PMG Wealth Management, Inc. 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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