Big Sur Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 2024
A detailed history of Big Sur Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 17,350 shares of RSP stock, worth $3.06 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
17,350
Previous 8,850
96.05%
Holding current value
$3.06 Million
Previous $1.45 Million
113.9%
% of portfolio
0.88%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding RSP
# of Institutions
1,770Shares Held
228MCall Options Held
4.61MPut Options Held
6.3M-
Morgan Stanley New York, NY24.7MShares$4.36 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO20.5MShares$3.62 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$3.31 Billion0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY9.19MShares$1.62 Billion0.26% of portfolio
-
Invesco Ltd. Atlanta, GA7.87MShares$1.39 Billion0.28% of portfolio