Wingate Wealth Advisors, Inc. RSP Holdings History
Wingate Wealth Advisors, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 14,891.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $2.58 Mil. This investment constitutes 2.97% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $177.82 for 1,862.00 shares. Based on historical transaction data and RSP's current price of $186.08, Wingate Wealth Advisors, Inc.'s estimated gain on his RSP holdings is $72,405.60, reflecting a 2.39% gain to date.
Wingate Wealth Advisors, Inc. RSP ($186.08) Holding Chart
Wingate Wealth Advisors, Inc. RSP ($186.08) 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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