VALLEY WEALTH MANAGERS, INC. RSP Holdings History
VALLEY WEALTH MANAGERS, INC.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, VALLEY WEALTH MANAGERS, INC. held 147,689.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $25.58 Mil. This investment constitutes 1.94% of their stock portfolio, and VALLEY WEALTH MANAGERS, INC. now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q3. And since then VALLEY WEALTH MANAGERS, INC. has made 3 purchases of RSP, at an average price of $174.29, for a total of 147,689.00 shares. Based on historical transaction data and RSP's current price of $184.61, VALLEY WEALTH MANAGERS, INC.'s estimated gain on his RSP holdings is $1.52 Mil, reflecting a 5.92% gain to date.
VALLEY WEALTH MANAGERS, INC. RSP ($184.61) Holding Chart
VALLEY WEALTH MANAGERS, INC. RSP ($184.61) 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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