Wealth Forward, LLC RSP Holdings History
Wealth Forward, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 115,619.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $20.03 Mil. This investment constitutes 14.25% of their stock portfolio, and Wealth Forward, LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 2 purchases of RSP, at an average price of $145.33, for a total of 125,780.00 shares. In addition, there have been 3 sales at an average price of $173.17 for 10,161.00 shares. Based on historical transaction data and RSP's current price of $186.37, Wealth Forward, LLC's estimated gain on his RSP holdings is $5.03 Mil, reflecting a 27.51% gain to date.
Wealth Forward, LLC RSP ($186.37) Holding Chart
Wealth Forward, LLC RSP ($186.37) 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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