Phoenix Wealth Advisors RSP Holdings History
Phoenix Wealth Advisors's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 29,643.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $5.14 Mil. This investment constitutes 2.24% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q4. And since then Phoenix Wealth Advisors has made 7 purchases of RSP, at an average price of $172.34, for a total of 30,501.00 shares. In addition, there have been 1 sales at an average price of $157.71 for 858.00 shares. Based on historical transaction data and RSP's current price of $184.18, Phoenix Wealth Advisors's estimated gain on his RSP holdings is $338,378.84, reflecting a 6.44% gain to date.
Phoenix Wealth Advisors RSP ($184.18) Holding Chart
Phoenix Wealth Advisors RSP ($184.18) 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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