SARD WEALTH MANAGEMENT GROUP, LLC RSP Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 87,811.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $15.96 Mil. This investment constitutes 9.84% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of RSP, at an average price of $160.12, for a total of 87,836.00 shares. In addition, there have been 1 sales at an average price of $180.84 for 25.00 shares. Based on historical transaction data and RSP's current price of $184.71, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his RSP holdings is $2.16 Mil, reflecting a 15.35% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC RSP ($184.71) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC 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 % | |||
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