Lodestone Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,076 shares of RSP stock, worth $376,482. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,076
Previous 2,072 0.19%
Holding current value
$376,482
Previous $371 Million 2.01%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Jan 30, 2025
BUY
$174.22 - $187.62 $696 - $750
4 Added 0.19%
2,076 $364 Million
Q3 2024

Oct 29, 2024
SELL
$162.83 - $179.16 $143,616 - $158,019
-882 Reduced 29.86%
2,072 $371 Million
Q2 2024

Jul 16, 2024
BUY
$159.21 - $168.37 $796 - $841
5 Added 0.17%
2,954 $485 Million
Q1 2024

Apr 30, 2024
BUY
$153.84 - $169.37 $769 - $846
5 Added 0.17%
2,949 $499 Million
Q4 2023

Jan 24, 2024
BUY
$133.66 - $158.41 $104,655 - $124,035
783 Added 36.23%
2,944 $465 Million
Q3 2023

Oct 20, 2023
BUY
$141.04 - $155.0 $11,142 - $12,245
79 Added 3.79%
2,161 $306 Million
Q2 2023

Jul 25, 2023
SELL
$139.61 - $149.64 $15,496 - $16,610
-111 Reduced 5.06%
2,082 $312 Million
Q1 2023

May 15, 2023
BUY
$137.35 - $154.96 $412 - $464
3 Added 0.14%
2,193 $317 Million
Q4 2022

Feb 09, 2023
BUY
$128.02 - $149.03 $280,363 - $326,375
2,190 New
2,190 $309 Million

Others Institutions Holding RSP

# of Institutions
1,943
Shares Held
249M
Call Options Held
2.45M
Put Options Held
9.88M
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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