Strategic Financial Concepts, LLC RSP Holdings History
Strategic Financial Concepts, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 82,316.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $14.26 Mil. This investment constitutes 2.67% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 6 purchases of RSP, at an average price of $164.48, for a total of 6.45 Mil shares. In addition, there have been 2 sales at an average price of $170.83 for 6.37 Mil shares. Based on historical transaction data and RSP's current price of $186.96, Strategic Financial Concepts, LLC's estimated gain on his RSP holdings is $42.32 Mil, reflecting a 3.99% gain to date.
Strategic Financial Concepts, LLC RSP ($186.96) Holding Chart
Strategic Financial Concepts, LLC RSP ($186.96) 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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