Stone Summit Wealth LLC RSP Holdings History
Stone Summit Wealth LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, Stone Summit Wealth LLC held 32,213.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $5.85 Mil. This investment constitutes 1.81% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q1. And since then Stone Summit Wealth LLC has made 11 purchases of RSP, at an average price of $156.65, for a total of 33,303.00 shares. In addition, there have been 4 sales at an average price of $155.78 for 1,090.00 shares. Based on historical transaction data and RSP's current price of $184.18, Stone Summit Wealth LLC's estimated gain on his RSP holdings is $885,949.09, reflecting a 16.98% gain to date.
Stone Summit Wealth LLC RSP ($184.18) Holding Chart
Stone Summit Wealth 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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