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

Evernest Financial Advisors, LLC

$362 Million
Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 67,213 shares of RSP stock, worth $12.2 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

67,213

Previous 66,761 0.68%

Holding current value

$12.2 Million

Previous $11 Million 9.79%

% of portfolio

3.32%

Previous 5.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$162.83 - $179.16 $73,599 - $80,980	452 Added 0.68%	67,213 $12 Million
Q2 2024 Aug 07, 2024	BUY	$159.21 - $168.37 $255,532 - $270,233	1,605 Added 2.46%	66,761 $11 Million
Q1 2024 May 10, 2024	BUY	$153.84 - $169.37 $345,524 - $380,405	2,246 Added 3.57%	65,156 $10.4 Billion
Q4 2023 May 10, 2024	SELL	$133.66 - $158.41 $395,633 - $468,893	-2,960 Reduced 4.54%	62,196 $9.81 Billion
Q4 2021 Feb 13, 2024	BUY	$150.88 - $163.01 $9.49 Million - $10.3 Million	62,910 New	62,910 $10 Billion

Others Institutions Holding RSP

# of Institutions

1,828

Shares Held

231M

Call Options Held

2.45M

Put Options Held

9.88M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
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Evernest Financial Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History