Number of Shares
28,595.00
Current Holdings Value*
$4.95 Mil
% of Portfolio
2.1%
Total Estimate Gain
$117,097.28
% of Total Estimate Gain
2.27%

Siligmueller & Norvid Wealth Advisors LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 28,595.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $4.95 Mil. This investment constitutes 2.1% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. And since then Siligmueller & Norvid Wealth Advisors LLC has made 1 purchases of RSP, at an average price of $180.08, for a total of 28,595.00 shares. Based on historical transaction data and RSP's current price of $184.18, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his RSP holdings is $117,097.28, reflecting a 2.27% gain to date.

Siligmueller & Norvid Wealth Advisors LLC RSP ($184.18) Holding Chart

Siligmueller & Norvid Wealth Advisors LLC RSP ($184.18) 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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