Marshall & Sterling Wealth Advisors Inc. Invesco S&P 500 Equal Weight E Transaction History

Marshall & Sterling Wealth Advisors Inc.

$156 Billion
Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 41,633 shares of RSP stock, worth $7.8 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares

41,633

Previous 41,492 0.34%

Holding current value

$7.8 Million

Previous $7.52 Billion 4.74%

% of portfolio

5.05%

Previous 5.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$181.56 - $190.33 $25,599 - $26,836	141 Added 0.34%	41,633 $7.87 Billion
Q2 2025 Aug 12, 2025	BUY	$152.93 - $181.74 $155,223 - $184,466	1,015 Added 2.51%	41,492 $7.52 Billion
Q1 2025 May 15, 2025	BUY	$169.43 - $182.84 $219,750 - $237,143	1,297 Added 3.31%	40,477 $7.01 Billion
Q4 2024 Feb 14, 2025	BUY	$174.22 - $187.62 $6.83 Million - $7.35 Million	39,180 New	39,180 $6.87 Billion

Others Institutions Holding RSP

# of Institutions

2,226

Shares Held

281M

Call Options Held

11.5M

Put Options Held

15.1M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Marshall & Sterling Wealth Advisors Inc. Invesco S&P 500 Equal Weight E Transaction History