Number of Shares
141,847.00
Current Holdings Value*
$24.57 Mil
% of Portfolio
12.96%
Total Estimate Gain
$9.65 Mil
% of Total Estimate Gain
38.83%

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 %

Top Ranked Articles

  • 1