PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RSP Holdings History
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 38,137.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $6.61 Mil. This investment constitutes 1.76% of their stock portfolio, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q2. And since then PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has made 2 purchases of RSP, at an average price of $168.70, for a total of 69,270.00 shares. In addition, there have been 2 sales at an average price of $165.86 for 31,133.00 shares. Based on historical transaction data and RSP's current price of $182.23, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's estimated gain on his RSP holdings is $427,847.07, reflecting a 3.66% gain to date.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RSP ($182.23) Holding Chart
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RSP ($182.23) 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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