Waddell & Associates, LLC Invesco S&P 500 Equal Weight E Transaction History

Waddell & Associates, LLC

$974 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	BUY	$130.84 - $158.96 $405,734 - $492,934	3,101 New	3,101 $416,000

Others Institutions Holding RSP

# of Institutions

2,049

Shares Held

276M

Call Options Held

7.35M

Put Options Held

15M

Morgan Stanley New York, NY

28.8M
Shares

$5.22 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

23.2M
Shares

$4.2 Billion
3.44% of portfolio
Bank Of America Corp Charlotte, NC

21.7M
Shares

$3.92 Billion
0.32% of portfolio
Invesco Ltd. Atlanta, GA

9.99M
Shares

$1.81 Billion
0.34% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.49M
Shares

$1.54 Billion
2.36% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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