Tandem Wealth Advisors LLC RSP Holdings History
Tandem Wealth Advisors LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 60,893.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $10.53 Mil. This investment constitutes 5.51% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 5 purchases of RSP, at an average price of $150.54, for a total of 66,304.00 shares. In addition, there have been 4 sales at an average price of $172.88 for 5,411.00 shares. Based on historical transaction data and RSP's current price of $178.88, Tandem Wealth Advisors LLC's estimated gain on his RSP holdings is $1.85 Mil, reflecting a 18.50% gain to date.
Tandem Wealth Advisors LLC RSP ($178.88) Holding Chart
Tandem Wealth Advisors LLC RSP ($178.88) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
