WBH ADVISORY INC RSP Holdings History
WBH ADVISORY INC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 12,701.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $2.20 Mil. This investment constitutes 0.21% of their stock portfolio, and WBH ADVISORY INC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q3. And since then WBH ADVISORY INC has made 3 purchases of RSP, at an average price of $164.46, for a total of 23,904.00 shares. In addition, there have been 1 sales at an average price of $160.58 for 11,203.00 shares. Based on historical transaction data and RSP's current price of $183.70, WBH ADVISORY INC's estimated gain on his RSP holdings is $200,993.92, reflecting a 5.11% gain to date.
WBH ADVISORY INC RSP ($183.70) Holding Chart
WBH ADVISORY INC 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 % | |||
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