Number of Shares
20,795.00
Current Holdings Value*
$3.78 Mil
% of Portfolio
1.58%
Total Estimate Gain
$463,899.10
% of Total Estimate Gain
13.02%

Trueblood Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, Trueblood Wealth Management, LLC held 20,795.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $3.78 Mil. This investment constitutes 1.58% of their stock portfolio, and Trueblood 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 2023Q4. And since then Trueblood Wealth Management, LLC has made 5 purchases of RSP, at an average price of $165.10, for a total of 21,589.00 shares. In addition, there have been 1 sales at an average price of $164.49 for 794.00 shares. Based on historical transaction data and RSP's current price of $187.43, Trueblood Wealth Management, LLC's estimated gain on his RSP holdings is $463,899.10, reflecting a 13.02% gain to date.

Trueblood Wealth Management, LLC RSP ($187.43) Holding Chart

Trueblood Wealth Management, LLC RSP ($187.43) 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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