Number of Shares
17,286.00
Current Holdings Value*
$2.99 Mil
% of Portfolio
2.22%
Total Estimate Gain
$273,577.78
% of Total Estimate Gain
6.40%

WealthTrust Asset Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, WealthTrust Asset Management, LLC held 17,286.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $2.99 Mil. This investment constitutes 2.22% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2023Q1. And since then WealthTrust Asset Management, LLC has made 2 purchases of RSP, at an average price of $169.22, for a total of 25,269.00 shares. In addition, there have been 3 sales at an average price of $171.10 for 7,983.00 shares. Based on historical transaction data and RSP's current price of $184.18, WealthTrust Asset Management, LLC's estimated gain on his RSP holdings is $273,577.78, reflecting a 6.40% gain to date.

WealthTrust Asset Management, LLC RSP ($184.18) Holding Chart

WealthTrust Asset Management, LLC RSP ($184.18) 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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