WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC RSP Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 58,623.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $10.16 Mil. This investment constitutes 3.61% of their stock portfolio, and WALLED LAKE PLANNING & 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 2020Q1. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 7 purchases of RSP, at an average price of $171.32, for a total of 59,153.00 shares. In addition, there have been 2 sales at an average price of $149.79 for 530.00 shares. Based on historical transaction data and RSP's current price of $183.70, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his RSP holdings is $714,400.94, reflecting a 7.05% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC RSP ($183.70) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC RSP ($183.70) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
