Southeast Asset Advisors, LLC RSP Holdings History
Southeast Asset Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Southeast Asset Advisors, LLC held 152,182.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $26.36 Mil. This investment constitutes 3.23% of their stock portfolio, and Southeast Asset Advisors, LLC now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q4. And since then Southeast Asset Advisors, LLC has made 15 purchases of RSP, at an average price of $155.49, for a total of 154,081.00 shares. In addition, there have been 3 sales at an average price of $142.55 for 1,899.00 shares. Based on historical transaction data and RSP's current price of $182.05, Southeast Asset Advisors, LLC's estimated gain on his RSP holdings is $4.02 Mil, reflecting a 16.77% gain to date.
Southeast Asset Advisors, LLC RSP ($182.05) Holding Chart
Southeast Asset Advisors, LLC RSP ($182.05) 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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