Number of Shares
4,401.00
Current Holdings Value*
$723,000.00
% of Portfolio
0.33%
Total Estimate Gain
$91,674.47
% of Total Estimate Gain
12.67%

Wunderlich Capital Managemnt's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2024-06-30, Wunderlich Capital Managemnt held 4,401.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $723,000.00. This investment constitutes 0.33% of their stock portfolio, and Wunderlich Capital Managemnt now holds -% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q1. And since then Wunderlich Capital Managemnt has made 2 purchases of RSP, at an average price of $164.35, for a total of 4,401.00 shares. Based on historical transaction data and RSP's current price of $185.18, Wunderlich Capital Managemnt's estimated gain on his RSP holdings is $91,674.47, reflecting a 12.67% gain to date.

Wunderlich Capital Managemnt RSP ($185.18) Holding Chart

Wunderlich Capital Managemnt RSP ($185.18) 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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