Mc Kinley Carter Wealth Services, Inc. Invesco S&P 500 Equal Weight M Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco S&P 500 Equal Weight M stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 24,264 shares of RTM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,264
Previous 26,047 6.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 22, 2025
SELL
N/A
-1,783 Reduced 6.85%
24,264 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-1,409 Reduced 5.13%
26,047 $0
Q1 2024

Apr 26, 2024
SELL
$0.0 - $33.7 $0 - $32,015
-950 Reduced 3.34%
27,456 $0
Q4 2023

Feb 07, 2024
SELL
$28.92 - $33.96 $137,283 - $161,208
-4,747 Reduced 14.32%
28,406 $955,000
Q3 2023

Oct 13, 2023
BUY
$0.0 - $165.24 $0 - $4.07 Million
24,644 Added 289.62%
33,153 $1.03 Million
Q2 2023

Aug 02, 2023
SELL
$0.0 - $163.96 $0 - $51,319
-313 Reduced 3.55%
8,509 $1.38 Million
Q1 2023

Apr 24, 2023
SELL
$152.58 - $177.31 $106,043 - $123,230
-695 Reduced 7.3%
8,822 $1.44 Million
Q4 2022

Feb 07, 2023
SELL
$153.84 - $172.3 $109,534 - $122,677
-712 Reduced 6.96%
9,517 $1.51 Million
Q3 2022

Oct 24, 2022
SELL
$143.48 - $173.67 $390,409 - $472,556
-2,721 Reduced 21.01%
10,229 $1.46 Million
Q2 2022

Jul 15, 2022
SELL
$153.51 - $190.46 $108,531 - $134,655
-707 Reduced 5.18%
12,950 $2.01 Million
Q1 2022

Apr 27, 2022
SELL
$167.97 - $187.68 $159,067 - $177,732
-947 Reduced 6.48%
13,657 $2.52 Million
Q4 2021

Feb 07, 2022
SELL
$162.45 - $180.07 $692,524 - $767,638
-4,263 Reduced 22.6%
14,604 $2.63 Million
Q3 2021

Nov 03, 2021
SELL
$156.98 - $173.15 $334,053 - $368,463
-2,128 Reduced 10.14%
18,867 $3.02 Million
Q2 2021

Aug 12, 2021
SELL
$156.44 - $177.38 $362,627 - $411,166
-2,318 Reduced 9.94%
20,995 $3.45 Million
Q1 2021

Apr 30, 2021
SELL
$137.87 - $157.3 $102,023 - $116,402
-740 Reduced 3.08%
23,313 $3.64 Million
Q4 2020

Feb 16, 2021
BUY
$115.2 - $139.43 $2.77 Million - $3.35 Million
24,053 New
24,053 $3.35 Million

Others Institutions Holding RTM

# of Institutions
89
Shares Held
3.69M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 EQUAL WEIGHT M

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

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email