Strategic Family Wealth Counselors, L.L.C. Invesco S&P 500 Equal Weight E Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 52,641 shares of RSP stock, worth $9.46 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
52,641
Previous 49,753 5.8%
Holding current value
$9.46 Million
Previous $8.91 Million 3.49%
% of portfolio
3.15%
Previous 3.17%

Shares

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

Feb 06, 2025
BUY
$174.22 - $187.62 $503,147 - $541,846
2,888 Added 5.8%
52,641 $9.22 Million
Q3 2024

Oct 31, 2024
BUY
$162.83 - $179.16 $678,024 - $746,022
4,164 Added 9.13%
49,753 $8.91 Million
Q2 2024

Aug 14, 2024
BUY
$159.21 - $168.37 $321,604 - $340,107
2,020 Added 4.64%
45,589 $7.49 Million
Q1 2024

May 14, 2024
BUY
$153.84 - $169.37 $396,445 - $436,466
2,577 Added 6.29%
43,569 $7.38 Million
Q4 2023

Jan 29, 2024
BUY
$133.66 - $158.41 $187,124 - $221,774
1,400 Added 3.54%
40,992 $6.47 Million
Q3 2023

Nov 13, 2023
BUY
$141.04 - $155.0 $118,332 - $130,045
839 Added 2.16%
39,592 $5.61 Million
Q2 2023

Aug 10, 2023
BUY
$139.61 - $149.64 $121,879 - $130,635
873 Added 2.3%
38,753 $5.8 Million
Q1 2023

May 15, 2023
BUY
$137.35 - $154.96 $314,943 - $355,323
2,293 Added 6.44%
37,880 $5.48 Million
Q4 2022

Jan 25, 2023
BUY
$128.02 - $149.03 $729,457 - $849,172
5,698 Added 19.06%
35,587 $0
Q3 2022

Nov 10, 2022
SELL
$127.28 - $152.39 $24,437 - $29,258
-192 Reduced 0.64%
29,889 $3.8 Million
Q2 2022

Aug 11, 2022
BUY
$130.84 - $158.96 $132,410 - $160,867
1,012 Added 3.48%
30,081 $4.04 Million
Q1 2022

May 04, 2022
BUY
$148.26 - $164.2 $101,854 - $112,805
687 Added 2.42%
29,069 $4.59 Million
Q4 2021

Feb 08, 2022
BUY
$150.88 - $163.01 $39,983 - $43,197
265 Added 0.94%
28,382 $4.62 Million
Q3 2021

Nov 09, 2021
BUY
$146.61 - $157.39 $121,099 - $130,004
826 Added 3.03%
28,117 $4.21 Million
Q2 2021

Jul 29, 2021
SELL
$143.08 - $152.26 $59,950 - $63,796
-419 Reduced 1.51%
27,291 $4.11 Million
Q1 2021

May 10, 2021
SELL
$125.7 - $142.8 $217,083 - $246,615
-1,727 Reduced 5.87%
27,710 $3.93 Million
Q4 2020

Feb 16, 2021
SELL
$106.78 - $127.54 $98,130 - $117,209
-919 Reduced 3.03%
29,437 $3.75 Million
Q3 2020

Oct 26, 2020
SELL
$100.38 - $113.96 $352,835 - $400,569
-3,515 Reduced 10.38%
30,356 $3.28 Million
Q2 2020

Jul 13, 2020
SELL
$79.83 - $113.09 $325,945 - $461,746
-4,083 Reduced 10.76%
33,871 $3.45 Million
Q1 2020

Apr 16, 2020
SELL
$71.66 - $118.71 $189,684 - $314,225
-2,647 Reduced 6.52%
37,954 $3.19 Million
Q4 2019

Jan 17, 2020
BUY
$103.92 - $115.93 $43,542 - $48,574
419 Added 1.04%
40,601 $4.7 Million
Q3 2019

Oct 17, 2019
BUY
$102.4 - $110.18 $175,616 - $188,958
1,715 Added 4.46%
40,182 $4.34 Million
Q2 2019

Jul 17, 2019
BUY
$100.69 - $108.19 $277,703 - $298,388
2,758 Added 7.72%
38,467 $4.15 Million
Q1 2019

Apr 26, 2019
BUY
$89.68 - $104.84 $328,677 - $384,238
3,665 Added 11.44%
35,709 $3.73 Million
Q4 2018

Jan 18, 2019
BUY
$86.19 - $106.81 $2.76 Million - $3.42 Million
32,044 New
32,044 $2.93 Million

Others Institutions Holding RSP

# of Institutions
1,991
Shares Held
253M
Call Options Held
4.56M
Put Options Held
14.3M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

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

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. 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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email