Accurate Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
A detailed history of Accurate Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,290 shares of RSP stock, worth $210,682. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,290
Previous 1,422
9.28%
Holding current value
$210,682
Previous $249,000
11.24%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding RSP
# of Institutions
2,094Shares Held
284MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$4.7 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$3.78 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.54 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.63 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.39 Billion2.36% of portfolio