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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$162.83 - $179.16 $1.38 Million - $1.52 Million
8,500 Added 96.05%
17,350 $3.11 Million
Q1 2024

May 21, 2024

BUY
$153.84 - $169.37 $1.23 Million - $1.35 Million
8,000 Added 941.18%
8,850 $1.5 Million
Q3 2023

Nov 13, 2023

BUY
$141.04 - $155.0 $119,884 - $131,750
850 New
850 $120,000
Q1 2023

May 12, 2023

BUY
$137.35 - $154.96 $576,870 - $650,832
4,200 New
4,200 $607,000

Others Institutions Holding RSP

About INVESCO S&P 500 EQUAL WEIGHT E


  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.