Wealth Advisory Solutions, LLC RSP Holdings History
Number of Shares
68,366.00
Current Holdings Value*
$11.84 Mil
% of Portfolio
3.13%
Total Estimate Gain
$451,215.60
% of Total Estimate Gain
3.71%
Wealth Advisory Solutions, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Wealth Advisory Solutions, LLC held 68,366.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $11.84 Mil. This investment constitutes 3.13% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2025Q1. And since then Wealth Advisory Solutions, LLC has made 1 purchases of RSP, at an average price of $177.82, for a total of 68,366.00 shares. Based on historical transaction data and RSP's current price of $184.42, Wealth Advisory Solutions, LLC's estimated gain on his RSP holdings is $451,215.60, reflecting a 3.71% gain to date.
Wealth Advisory Solutions, LLC RSP ($184.42) Holding Chart
Wealth Advisory Solutions, LLC RSP ($184.42) 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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