Number of Shares
8,626.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
1.96%
Total Estimate Gain
$57,257.00
% of Total Estimate Gain
3.70%

Valued Retirements, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Valued Retirements, Inc. held 8,626.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $1.49 Mil. This investment constitutes 1.96% of their stock portfolio, and Valued Retirements, Inc. now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. And since then Valued Retirements, Inc. has made 2 purchases of RSP, at an average price of $179.25, for a total of 8,626.00 shares. Based on historical transaction data and RSP's current price of $185.89, Valued Retirements, Inc.'s estimated gain on his RSP holdings is $57,257.00, reflecting a 3.70% gain to date.

Valued Retirements, Inc. RSP ($185.89) Holding Chart

Valued Retirements, Inc. RSP ($185.89) 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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