PMG Wealth Management, Inc. RSP Holdings History
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 % |
Top Ranked Articles
- 1