Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Invesco S&P 500 Equal Weight E Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 6,277 shares of RSP stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,277
Previous 6,247 0.48%
Holding current value
$1.13 Million
Previous $1.12 Million 1.79%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$174.22 - $187.62 $5,226 - $5,628
30 Added 0.48%
6,277 $1.1 Million
Q3 2024

Oct 31, 2024
BUY
$162.83 - $179.16 $52,105 - $57,331
320 Added 5.4%
6,247 $1.12 Million
Q2 2024

Aug 09, 2024
SELL
$159.21 - $168.37 $36,459 - $38,556
-229 Reduced 3.72%
5,927 $973,000
Q1 2024

May 06, 2024
SELL
$153.84 - $169.37 $265,527 - $292,332
-1,726 Reduced 21.9%
6,156 $1.04 Million
Q4 2023

Feb 06, 2024
SELL
$133.66 - $158.41 $81,666 - $96,788
-611 Reduced 7.19%
7,882 $1.24 Million
Q3 2023

Nov 02, 2023
BUY
$141.04 - $155.0 $60,224 - $66,185
427 Added 5.29%
8,493 $1.2 Million
Q2 2023

Aug 11, 2023
BUY
$139.61 - $149.64 $36,158 - $38,756
259 Added 3.32%
8,066 $1.21 Million
Q1 2023

May 09, 2023
BUY
$137.35 - $154.96 $143,118 - $161,468
1,042 Added 15.4%
7,807 $1.13 Million
Q4 2022

Feb 07, 2023
SELL
$128.02 - $149.03 $71,051 - $82,711
-555 Reduced 7.58%
6,765 $955,000
Q3 2022

Nov 02, 2022
SELL
$127.28 - $152.39 $229,613 - $274,911
-1,804 Reduced 19.77%
7,320 $932,000
Q2 2022

Aug 02, 2022
BUY
$130.84 - $158.96 $427,846 - $519,799
3,270 Added 55.86%
9,124 $1.23 Million
Q1 2022

May 13, 2022
SELL
$148.26 - $164.2 $25,352 - $28,078
-171 Reduced 2.84%
5,854 $923,000
Q4 2021

Feb 14, 2022
BUY
$150.88 - $163.01 $3,168 - $3,423
21 Added 0.35%
6,025 $981,000
Q3 2021

Nov 02, 2021
BUY
$146.61 - $157.39 $405,230 - $435,025
2,764 Added 85.31%
6,004 $900,000
Q2 2021

Aug 12, 2021
BUY
$143.08 - $152.26 $148,230 - $157,741
1,036 Added 47.01%
3,240 $488,000
Q1 2021

May 17, 2021
BUY
$125.7 - $142.8 $125 - $142
1 Added 0.05%
2,204 $312,000
Q4 2020

Feb 12, 2021
BUY
$106.78 - $127.54 $213 - $255
2 Added 0.09%
2,203 $281,000
Q3 2020

Nov 12, 2020
BUY
$100.38 - $113.96 $220,936 - $250,825
2,201 New
2,201 $238,000
Q1 2020

May 11, 2020
SELL
$71.66 - $118.71 $236,263 - $391,386
-3,297 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$103.92 - $115.93 $60,481 - $67,471
-582 Reduced 15.0%
3,297 $382,000
Q3 2019

Nov 13, 2019
BUY
$102.4 - $110.18 $397,209 - $427,388
3,879 New
3,879 $419,000

Others Institutions Holding RSP

# of Institutions
2,062
Shares Held
282M
Call Options Held
8.9M
Put Options Held
17.2M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email