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

Summit Financial Wealth Advisors, LLC

$490 Million
Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 21,071 shares of RSP stock, worth $3.79 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

21,071

Previous 21,684 2.83%

Holding current value

$3.79 Million

Previous $3.88 Million 4.94%

% of portfolio

0.75%

Previous 0.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$174.22 - $187.62 $106,796 - $115,011	-613 Reduced 2.83%	21,071 $3.69 Million
Q3 2024 Nov 13, 2024	SELL	$162.83 - $179.16 $3,745 - $4,120	-23 Reduced 0.11%	21,684 $3.88 Million
Q1 2024 May 02, 2024	SELL	$153.84 - $169.37 $11,999 - $13,210	-78 Reduced 0.36%	21,707 $3.68 Million
Q1 2023 Apr 10, 2023	SELL	$137.35 - $154.96 $27,057 - $30,527	-197 Reduced 0.9%	21,785 $3.15 Million
Q4 2022 Jan 17, 2023	BUY	$128.02 - $149.03 $2.81 Million - $3.28 Million	21,982 New	21,982 $0

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
Sector ETFs
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Summit Financial Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History