Number of Shares
121,632.00
Current Holdings Value*
$21.07 Mil
% of Portfolio
8.78%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
6.15%

Tiller Private Wealth, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Tiller Private Wealth, Inc. held 121,632.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $21.07 Mil. This investment constitutes 8.78% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q2. And since then Tiller Private Wealth, Inc. has made 20 purchases of RSP, at an average price of $122.96, for a total of 318,564.00 shares. In addition, there have been 6 sales at an average price of $97.05 for 196,932.00 shares. Based on historical transaction data and RSP's current price of $184.71, Tiller Private Wealth, Inc.'s estimated gain on his RSP holdings is $2.41 Mil, reflecting a 6.15% gain to date.

Tiller Private Wealth, Inc. RSP ($184.71) Holding Chart

Tiller Private Wealth, Inc. RSP ($184.71) 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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