Waverly Advisors, LLC RSP Holdings History
Waverly Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 584,437.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $101.24 Mil. This investment constitutes 1.23% of their stock portfolio, and Waverly Advisors, LLC now holds 0.14% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2015Q2. And since then Waverly Advisors, LLC has made 15 purchases of RSP, at an average price of $147.29, for a total of 595,397.00 shares. In addition, there have been 6 sales at an average price of $168.38 for 10,960.00 shares. Based on historical transaction data and RSP's current price of $187.43, Waverly Advisors, LLC's estimated gain on his RSP holdings is $23.69 Mil, reflecting a 27.01% gain to date.
Waverly Advisors, LLC RSP ($187.43) Holding Chart
Waverly Advisors, LLC RSP ($187.43) 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
