Balanced Wealth Group LLC Invesco S&P 500 Equal Weight E Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
A detailed history of Balanced Wealth Group LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,172 shares of RSP stock, worth $554,211. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,172
Previous 3,453
8.14%
Holding current value
$554,211
Previous $563 Million
0.98%
% of portfolio
0.25%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding RSP
# of Institutions
1,834Shares Held
233MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.76 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$3.9 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.34 Billion0.29% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.36 Billion0.23% of portfolio
-
Invesco Ltd. Atlanta, GA7.65MShares$1.34 Billion0.27% of portfolio