Private Wealth Group, LLC RSP Holdings History
Private Wealth Group, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 49,923.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $8.65 Mil. This investment constitutes 5.08% of their stock portfolio, and Private Wealth Group, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q3. And since then Private Wealth Group, LLC has made 3 purchases of RSP, at an average price of $150.58, for a total of 59,316.00 shares. In addition, there have been 4 sales at an average price of $153.15 for 9,393.00 shares. Based on historical transaction data and RSP's current price of $183.87, Private Wealth Group, LLC's estimated gain on his RSP holdings is $1.69 Mil, reflecting a 18.88% gain to date.
Private Wealth Group, LLC RSP ($183.87) Holding Chart
Private Wealth Group, LLC RSP ($183.87) 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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