Clear Perspectives Financial Planning, LLC Invesco S&P 500 Equal Weight E Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 101,050 shares of RSP stock, worth $17.8 Million. This represents 8.2% of its overall portfolio holdings.

Number of Shares

101,050

Previous 101,980 0.91%

Holding current value

$17.8 Million

Previous $14.4 Million 1.45%

% of portfolio

8.2%

Previous 7.66%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$137.35 - $154.96 $127,735 - $144,112	-930 Reduced 0.91%	101,050 $14.6 Million
Q4 2022 Feb 13, 2023	SELL	$128.02 - $149.03 $1.32 Million - $1.54 Million	-10,312 Reduced 9.18%	101,980 $14.4 Million
Q3 2022 Nov 09, 2022	SELL	$127.28 - $152.39 $1.42 Million - $1.7 Million	-11,149 Reduced 9.03%	112,292 $14.3 Million
Q2 2022 Aug 11, 2022	SELL	$130.84 - $158.96 $1.42 Million - $1.73 Million	-10,869 Reduced 8.09%	123,441 $16.6 Million
Q1 2022 May 12, 2022	BUY	$148.26 - $164.2 $159,082 - $176,186	1,073 Added 0.81%	134,310 $21.2 Million
Q4 2021 Feb 09, 2022	BUY	$150.88 - $163.01 $1.33 Million - $1.44 Million	8,810 Added 7.08%	133,237 $21.7 Million
Q3 2021 Nov 05, 2021	BUY	$146.61 - $157.39 $1.12 Million - $1.2 Million	7,627 Added 6.53%	124,427 $18.6 Million
Q2 2021 Aug 05, 2021	BUY	$143.08 - $152.26 $2.68 Million - $2.85 Million	18,726 Added 19.09%	116,800 $17.6 Million
Q1 2021 May 06, 2021	BUY	$125.7 - $142.8 $6.25 Million - $7.11 Million	49,757 Added 102.98%	98,074 $13.9 Million
Q4 2020 Feb 01, 2021	BUY	$106.78 - $127.54 $5.16 Million - $6.16 Million	48,317 New	48,317 $6.16 Million

Others Institutions Holding RSP

# of Institutions

1,770

Shares Held

227M

Call Options Held

4.61M

Put Options Held

6.3M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Clear Perspectives Financial Planning, LLC Invesco S&P 500 Equal Weight E Transaction History