Sar Wealth Management Group, LLC Invesco S&P 500 Equal Weight E Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q4 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 84,925 shares of RSP stock, worth $15.5 Million. This represents 9.99% of its overall portfolio holdings.
Number of Shares
84,925
Previous 84,950
0.03%
Holding current value
$15.5 Million
Previous $15.2 Billion
2.22%
% of portfolio
9.99%
Previous 10.06%
Shares
5 transactions
Others Institutions Holding RSP
# of Institutions
1,904Shares Held
244MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.97 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$4.08 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.5 Billion0.29% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.55 Billion2.36% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.42 Billion0.23% of portfolio