A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 5,222 shares of RSP stock, worth $933,014. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,222
Previous 5,027 3.88%
Holding current value
$933,014
Previous $839,000 5.48%
% of portfolio
0.39%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$159.21 - $168.37 $31,045 - $32,832
195 Added 3.88%
5,222 $885,000
Q1 2024

Apr 17, 2024

BUY
$153.84 - $169.37 $33,383 - $36,753
217 Added 4.51%
5,027 $839,000
Q4 2023

Feb 07, 2024

BUY
$133.66 - $158.41 $642,904 - $761,952
4,810 New
4,810 $759,000

Others Institutions Holding RSP

About INVESCO S&P 500 EQUAL WEIGHT E


  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. 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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.