Sugarloaf Wealth Management, LLC RSP Holdings History
Sugarloaf Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 123,995.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $21.73 Mil. This investment constitutes 4.11% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2019Q4. And since then Sugarloaf Wealth Management, LLC has made 16 purchases of RSP, at an average price of $141.77, for a total of 212,156.00 shares. In addition, there have been 4 sales at an average price of $139.44 for 88,161.00 shares. Based on historical transaction data and RSP's current price of $185.89, Sugarloaf Wealth Management, LLC's estimated gain on his RSP holdings is $5.26 Mil, reflecting a 17.50% gain to date.
Sugarloaf Wealth Management, LLC RSP ($185.89) Holding Chart
Sugarloaf Wealth Management, LLC RSP ($185.89) 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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