Schrum Private Wealth Management LLC RSP Holdings History
Schrum Private Wealth Management LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 15,030.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $2.73 Mil. This investment constitutes 2.19% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2021Q4. And since then Schrum Private Wealth Management LLC has made 6 purchases of RSP, at an average price of $157.68, for a total of 34,353.00 shares. In addition, there have been 8 sales at an average price of $167.80 for 19,323.00 shares. Based on historical transaction data and RSP's current price of $186.83, Schrum Private Wealth Management LLC's estimated gain on his RSP holdings is $633,661.13, reflecting a 11.70% gain to date.
Schrum Private Wealth Management LLC RSP ($186.83) Holding Chart
Schrum Private Wealth Management LLC RSP ($186.83) 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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