Strategic Wealth Partners, Ltd. RSP Holdings History
Strategic Wealth Partners, Ltd.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 8,136.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $1.47 Mil. This investment constitutes 0.12% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 10 purchases of RSP, at an average price of $151.26, for a total of 149,087.00 shares. In addition, there have been 6 sales at an average price of $154.12 for 140,951.00 shares. Based on historical transaction data and RSP's current price of $186.83, Strategic Wealth Partners, Ltd.'s estimated gain on his RSP holdings is $692,286.24, reflecting a 3.07% gain to date.
Strategic Wealth Partners, Ltd. RSP ($186.83) Holding Chart
Strategic Wealth Partners, Ltd. RSP ($186.83) 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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