Sax Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,490 shares of RSP stock, worth $1.17 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,490
Previous 4,038 60.72%
Holding current value
$1.17 Million
Previous $723,000 57.26%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jan 15, 2025
BUY
$174.22 - $187.62 $427,187 - $460,044
2,452 Added 60.72%
6,490 $1.14 Million
Q3 2024

Oct 17, 2024
BUY
$162.83 - $179.16 $279,090 - $307,080
1,714 Added 73.75%
4,038 $723,000
Q2 2024

Jul 12, 2024
BUY
$159.21 - $168.37 $370,004 - $391,291
2,324 New
2,324 $381,000

Others Institutions Holding RSP

# of Institutions
2,062
Shares Held
282M
Call Options Held
8.9M
Put Options Held
17.2M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
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