Trellis Advisors, LLC RSP Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$278,311.93
% of Total Estimate Gain
36.01%

Trellis Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2023-12-31, Trellis Advisors, LLC held - shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q1. And since then Trellis Advisors, LLC has made 1 purchases of RSP, at an average price of $107.28, for a total of 7,204.00 shares. In addition, there have been 2 sales at an average price of $145.91 for 7,204.00 shares. Based on historical transaction data and RSP's current price of $184.10, Trellis Advisors, LLC's estimated gain on his RSP holdings is $278,311.93, reflecting a 36.01% gain to date.

Trellis Advisors, LLC RSP ($184.10) Holding Chart

Trellis Advisors, LLC RSP ($184.10) 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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