Sherrill & Hutchins Financial Advisory, Inc RSP Holdings History
Sherrill & Hutchins Financial Advisory, Inc's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, Sherrill & Hutchins Financial Advisory, Inc held 3,066.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $557,220.00. This investment constitutes 0.43% of their stock portfolio, and Sherrill & Hutchins Financial Advisory, Inc now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q2. And since then Sherrill & Hutchins Financial Advisory, Inc has made 3 purchases of RSP, at an average price of $164.58, for a total of 3,073.00 shares. In addition, there have been 1 sales at an average price of $180.84 for 7.00 shares. Based on historical transaction data and RSP's current price of $187.43, Sherrill & Hutchins Financial Advisory, Inc's estimated gain on his RSP holdings is $70,185.67, reflecting a 13.88% gain to date.
Sherrill & Hutchins Financial Advisory, Inc RSP ($187.43) Holding Chart
Sherrill & Hutchins Financial Advisory, Inc RSP ($187.43) 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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