Sightline Wealth Advisors, LLC RSP Holdings History
Sightline Wealth Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Sightline Wealth Advisors, LLC held 141,847.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $24.57 Mil. This investment constitutes 12.96% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 9 purchases of RSP, at an average price of $127.48, for a total of 194,919.00 shares. In addition, there have been 8 sales at an average price of $155.08 for 53,072.00 shares. Based on historical transaction data and RSP's current price of $185.18, Sightline Wealth Advisors, LLC's estimated gain on his RSP holdings is $9.65 Mil, reflecting a 38.83% gain to date.
Sightline Wealth Advisors, LLC RSP ($185.18) Holding Chart
Sightline Wealth 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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