Number of Shares
87,811.00
Current Holdings Value*
$15.96 Mil
% of Portfolio
9.84%
Total Estimate Gain
$2.25 Mil
% of Total Estimate Gain
16.02%

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 $185.78, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his RSP holdings is $2.25 Mil, reflecting a 16.02% gain to date.

SARD WEALTH MANAGEMENT GROUP, LLC RSP ($185.78) Holding Chart

SARD WEALTH MANAGEMENT GROUP, LLC RSP ($185.78) 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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