Lodestone Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,072 shares of RSP stock, worth $368,608. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,072

Previous 2,954 29.86%

Holding current value

$368,608

Previous $485 Million 23.49%

% of portfolio

0.19%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$162.83 - $179.16 $143,616 - $158,019	-882 Reduced 29.86%	2,072 $371 Million
Q2 2024 Jul 16, 2024	BUY	$159.21 - $168.37 $796 - $841	5 Added 0.17%	2,954 $485 Million
Q1 2024 Apr 30, 2024	BUY	$153.84 - $169.37 $769 - $846	5 Added 0.17%	2,949 $499 Million
Q4 2023 Jan 24, 2024	BUY	$133.66 - $158.41 $104,655 - $124,035	783 Added 36.23%	2,944 $465 Million
Q3 2023 Oct 20, 2023	BUY	$141.04 - $155.0 $11,142 - $12,245	79 Added 3.79%	2,161 $306 Million
Q2 2023 Jul 25, 2023	SELL	$139.61 - $149.64 $15,496 - $16,610	-111 Reduced 5.06%	2,082 $312 Million
Q1 2023 May 15, 2023	BUY	$137.35 - $154.96 $412 - $464	3 Added 0.14%	2,193 $317 Million
Q4 2022 Feb 09, 2023	BUY	$128.02 - $149.03 $280,363 - $326,375	2,190 New	2,190 $309 Million

Others Institutions Holding RSP

# of Institutions

1,833

Shares Held

233M

Call Options Held

2.45M

Put Options Held

9.88M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History