Switch Point Financial Planning, LLC Invesco S&P 500 Equal Weight E Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 3,587 shares of RSP stock, worth $671,988. This represents 0.49% of its overall portfolio holdings.
Number of Shares
3,587
Previous 3,587
-0.0%
Holding current value
$671,988
Previous $652 Million
4.38%
% of portfolio
0.49%
Previous 0.53%
Shares
1 transactions
Others Institutions Holding RSP
# of Institutions
2,225Shares Held
281MCall Options Held
11.5MPut Options Held
15.1M-
Morgan Stanley New York, NY29.1MShares$5.44 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO25.3MShares$4.74 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC21MShares$3.94 Billion0.28% of portfolio
-
Invesco Ltd. Atlanta, GA9.7MShares$1.82 Billion0.31% of portfolio
-
Texas Permanent School Fund Austin, TX9.19MShares$1.72 Billion85.97% of portfolio