Roger Wittlin Investment Advisory, LLC RSP Holdings History
Roger Wittlin Investment Advisory, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, Roger Wittlin Investment Advisory, LLC held 21,977.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $3.99 Mil. This investment constitutes 2.23% of their stock portfolio, and Roger Wittlin Investment Advisory, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then Roger Wittlin Investment Advisory, LLC has made 3 purchases of RSP, at an average price of $153.90, for a total of 33,977.00 shares. In addition, there have been 4 sales at an average price of $169.29 for 12,000.00 shares. Based on historical transaction data and RSP's current price of $185.89, Roger Wittlin Investment Advisory, LLC's estimated gain on his RSP holdings is $887,767.50, reflecting a 16.98% gain to date.
Roger Wittlin Investment Advisory, LLC RSP ($185.89) Holding Chart
Roger Wittlin Investment Advisory, LLC RSP ($185.89) 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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