Golden State Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,620 shares of RSP stock, worth $459,469. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,620

Previous 13,812 81.03%

Holding current value

$459,469

Previous $2.18 Million 20983.7%

% of portfolio

0.07%

Previous 0.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$174.22 - $187.62 $1.95 Million - $2.1 Million	-11,192 Reduced 81.03%	2,620 $459 Million
Q1 2022 May 19, 2022	BUY	$148.26 - $164.2 $1.82 Million - $2.02 Million	12,305 Added 816.52%	13,812 $2.18 Million
Q1 2022 May 16, 2022	SELL	$148.26 - $164.2 $259,454 - $287,350	-1,750 Reduced 53.73%	1,507 $213,000
Q4 2021 Feb 14, 2022	BUY	$150.88 - $163.01 $137,149 - $148,176	909 Added 38.71%	3,257 $530,000
Q3 2021 Nov 15, 2021	SELL	$146.61 - $157.39 $80,928 - $86,879	-552 Reduced 19.03%	2,348 $352,000
Q2 2021 Aug 12, 2021	BUY	$143.08 - $152.26 $199,310 - $212,098	1,393 Added 92.44%	2,900 $437,000
Q1 2021 May 14, 2021	SELL	$125.7 - $142.8 $172,209 - $195,636	-1,370 Reduced 47.62%	1,507 $213,000
Q2 2020 Aug 11, 2020	SELL	$79.83 - $113.09 $209,394 - $296,635	-2,623 Reduced 47.69%	2,877 $293,000
Q1 2020 Apr 17, 2020	BUY	$71.66 - $118.71 $394,130 - $652,905	5,500 New	5,500 $462,000

Others Institutions Holding RSP

# of Institutions

2,071

Shares Held

283M

Call Options Held

8.9M

Put Options Held

17.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Golden State Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History