Stephenson & Company, Inc. RSP Holdings History
Stephenson & Company, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Stephenson & Company, Inc. held 123,391.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $21.38 Mil. This investment constitutes 13.89% of their stock portfolio, and Stephenson & Company, Inc. now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then Stephenson & Company, Inc. has made 5 purchases of RSP, at an average price of $148.51, for a total of 123,391.00 shares. Based on historical transaction data and RSP's current price of $184.16, Stephenson & Company, Inc.'s estimated gain on his RSP holdings is $4.40 Mil, reflecting a 24.01% gain to date.
Stephenson & Company, Inc. RSP ($184.16) Holding Chart
Stephenson & Company, Inc. RSP ($184.16) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
