Taylor & Morgan Wealth Management, LLC RSP Holdings History
Taylor & Morgan Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 29,288.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $5.32 Mil. This investment constitutes 3.59% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2021Q4. And since then Taylor & Morgan Wealth Management, LLC has made 1 purchases of RSP, at an average price of $156.98, for a total of 74,503.00 shares. In addition, there have been 13 sales at an average price of $157.30 for 45,215.00 shares. Based on historical transaction data and RSP's current price of $184.18, Taylor & Morgan Wealth Management, LLC's estimated gain on his RSP holdings is $811,171.39, reflecting a 6.94% gain to date.
Taylor & Morgan Wealth Management, LLC RSP ($184.18) Holding Chart
Taylor & Morgan Wealth Management, LLC RSP ($184.18) 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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