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 $2.54 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
13,950
Previous 14,575
4.29%
Holding current value
$2.54 Million
Previous $2.61 Million
6.4%
% of portfolio
0.41%
Previous 0.44%
Shares
11 transactions
Others Institutions Holding RSP
# of Institutions
1,873Shares Held
235MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.96 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$4.07 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.49 Billion0.29% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.42 Billion0.23% of portfolio
-
Invesco Ltd. Atlanta, GA7.65MShares$1.39 Billion0.27% of portfolio