Ledge Wealth Management, Inc. Invesco S&P 500 Equal Weight E Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 155,901 shares of RSP stock, worth $27.6 Million. This represents 9.56% of its overall portfolio holdings.
Number of Shares
155,901
Previous 154,112
1.16%
Holding current value
$27.6 Million
Previous $21.8 Million
12.66%
% of portfolio
9.56%
Previous 9.8%
Shares
6 transactions
Others Institutions Holding RSP
# of Institutions
2,064Shares Held
283MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$5.1 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$4.1 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.84 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.77 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.5 Billion2.36% of portfolio