WFA Asset Management Corp RSP Holdings History
WFA Asset Management Corp's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, WFA Asset Management Corp held 110,125.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $18.65 Mil. This investment constitutes 9.75% of their stock portfolio, and WFA Asset Management Corp now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2021Q4. And since then WFA Asset Management Corp has made 5 purchases of RSP, at an average price of $163.47, for a total of 205,303.00 shares. In addition, there have been 8 sales at an average price of $163.17 for 95,178.00 shares. Based on historical transaction data and RSP's current price of $185.18, WFA Asset Management Corp's estimated gain on his RSP holdings is $2.36 Mil, reflecting a 7.04% gain to date.
WFA Asset Management Corp RSP ($185.18) Holding Chart
WFA Asset Management Corp RSP ($185.18) 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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