Number of Shares
65,582.00
Current Holdings Value*
$11.36 Mil
% of Portfolio
3.12%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
27.45%

Winthrop Capital Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Winthrop Capital Management, LLC held 65,582.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $11.36 Mil. This investment constitutes 3.12% of their stock portfolio, and Winthrop Capital Management, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2023Q4. And since then Winthrop Capital Management, LLC has made 4 purchases of RSP, at an average price of $146.56, for a total of 65,787.00 shares. In addition, there have been 1 sales at an average price of $177.82 for 205.00 shares. Based on historical transaction data and RSP's current price of $186.83, Winthrop Capital Management, LLC's estimated gain on his RSP holdings is $2.65 Mil, reflecting a 27.45% gain to date.

Winthrop Capital Management, LLC RSP ($186.83) Holding Chart

Winthrop Capital Management, LLC RSP ($186.83) 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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