Pacific Capital Wealth Advisors, Inc Invesco S&P 500 Equal Weight E Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 13,950 shares of RSP stock, worth $2.51 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
13,950
Previous 14,575
4.29%
Holding current value
$2.51 Million
Previous $2.61 Million
6.4%
% of portfolio
0.41%
Previous 0.44%
Shares
11 transactions
Others Institutions Holding RSP
# of Institutions
2,062Shares Held
282MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$5.18 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$4.17 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.9 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.8 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.53 Billion2.36% of portfolio