Martel Wealth Advisors Inc Invesco S&P 500 Equal Weight E Transaction History
Martel Wealth Advisors Inc
- $512 Billion
- Q4 2024
A detailed history of Martel Wealth Advisors Inc transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 17,725 shares of RSP stock, worth $3.05 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
17,725
Previous 18,222
2.73%
Holding current value
$3.05 Million
Previous $3.25 Billion
4.55%
% of portfolio
0.61%
Previous 0.67%
Shares
17 transactions
Others Institutions Holding RSP
# of Institutions
2,076Shares Held
283MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$4.94 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$3.98 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.72 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.72 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.46 Billion2.36% of portfolio