Wr Wealth Planners, LLC Invesco S&P 500 Equal Weight E Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,593 shares of RSP stock, worth $457,768. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,593

Previous 2,647 2.04%

Holding current value

$457,768

Previous $448,000 5.13%

% of portfolio

0.13%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$159.21 - $168.37 $8,597 - $9,091	-54 Reduced 2.04%	2,593 $425,000
Q1 2024 Jul 31, 2024	SELL	$153.84 - $169.37 $4,307 - $4,742	-28 Reduced 1.05%	2,647 $448,000
Q4 2023 Jul 30, 2024	BUY	$133.66 - $158.41 $357,540 - $423,746	2,675 New	2,675 $422,000
Q3 2023 Aug 01, 2024	SELL	$141.04 - $155.0 $118,896 - $130,665	-843 Reduced 20.98%	3,176 $450 Million
Q2 2023 Aug 01, 2024	BUY	$139.61 - $149.64 $199,083 - $213,386	1,426 Added 54.99%	4,019 $601 Million
Q1 2023 Aug 01, 2024	BUY	$137.35 - $154.96 $70,323 - $79,339	512 Added 19.75%	3,105 $449 Million

Others Institutions Holding RSP

# of Institutions

1,723

Shares Held

227M

Call Options Held

4.59M

Put Options Held

6.29M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Invesco S&P 500 Equal Weight E Transaction History