Number of Shares
267,836.00
Current Holdings Value*
$46.40 Mil
% of Portfolio
5.64%
Total Estimate Gain
$12.76 Mil
% of Total Estimate Gain
23.16%

TRUE Private Wealth Advisors's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, TRUE Private Wealth Advisors held 267,836.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $46.40 Mil. This investment constitutes 5.64% of their stock portfolio, and TRUE Private Wealth Advisors now holds 0.07% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q2. And since then TRUE Private Wealth Advisors has made 10 purchases of RSP, at an average price of $140.27, for a total of 392,731.00 shares. In addition, there have been 8 sales at an average price of $147.35 for 124,895.00 shares. Based on historical transaction data and RSP's current price of $184.61, TRUE Private Wealth Advisors's estimated gain on his RSP holdings is $12.76 Mil, reflecting a 23.16% gain to date.

TRUE Private Wealth Advisors RSP ($184.61) Holding Chart

TRUE Private Wealth Advisors RSP ($184.61) 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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