Number of Shares
423,086.00
Current Holdings Value*
$73.29 Mil
% of Portfolio
3.02%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
2.43%

Sand Hill Global Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Sand Hill Global Advisors, LLC held 423,086.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $73.29 Mil. This investment constitutes 3.02% of their stock portfolio, and Sand Hill Global Advisors, LLC now holds 0.1% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q2. And since then Sand Hill Global Advisors, LLC has made 3 purchases of RSP, at an average price of $180.71, for a total of 424,317.00 shares. In addition, there have been 2 sales at an average price of $155.37 for 1,231.00 shares. Based on historical transaction data and RSP's current price of $185.18, Sand Hill Global Advisors, LLC's estimated gain on his RSP holdings is $1.86 Mil, reflecting a 2.43% gain to date.

Sand Hill Global Advisors, LLC RSP ($185.18) Holding Chart

Sand Hill Global Advisors, LLC RSP ($185.18) 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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