Number of Shares
50,251.00
Current Holdings Value*
$8.51 Mil
% of Portfolio
3.04%
Total Estimate Gain
$3.45 Mil
% of Total Estimate Gain
44.63%

SUMMIT FINANCIAL GROUP, INC.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 50,251.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $8.51 Mil. This investment constitutes 3.04% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2019Q2. And since then SUMMIT FINANCIAL GROUP, INC. has made 13 purchases of RSP, at an average price of $117.36, for a total of 65,835.00 shares. In addition, there have been 7 sales at an average price of $122.41 for 15,584.00 shares. Based on historical transaction data and RSP's current price of $184.42, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his RSP holdings is $3.45 Mil, reflecting a 44.63% gain to date.

SUMMIT FINANCIAL GROUP, INC. RSP ($184.42) Holding Chart

SUMMIT FINANCIAL GROUP, INC. RSP ($184.42) 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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