Root Financial Partners, LLC Invesco S&P 500 Equal Weight E Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Root Financial Partners, LLC holds 9,892 shares of RSP stock, worth $1.78 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,892

Previous 9,239 7.07%

Holding current value

$1.78 Million

Previous $1.66 Billion 4.72%

% of portfolio

0.21%

Previous 0.26%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$174.22 - $187.62 $113,765 - $122,515	653 Added 7.07%	9,892 $1.73 Billion
Q3 2024 Oct 31, 2024	SELL	$162.83 - $179.16 $30,449 - $33,502	-187 Reduced 1.98%	9,239 $1.66 Billion
Q2 2024 Aug 02, 2024	SELL	$159.21 - $168.37 $21,652 - $22,898	-136 Reduced 1.42%	9,426 $1.55 Billion
Q1 2024 Apr 24, 2024	BUY	$153.84 - $169.37 $259,681 - $285,896	1,688 Added 21.44%	9,562 $1.62 Billion
Q4 2023 Jan 29, 2024	BUY	$133.66 - $158.41 $1.05 Million - $1.25 Million	7,874 New	7,874 $1.24 Billion

Others Institutions Holding RSP

# of Institutions

2,061

Shares Held

282M

Call Options Held

8.9M

Put Options Held

17.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Root Financial Partners, LLC Invesco S&P 500 Equal Weight E Transaction History