Summit Wealth Partners, LLC Invesco S&P 500 Equal Weight E Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,514 shares of RSP stock, worth $999,357. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,514
Previous 6,590 16.33%
Holding current value
$999,357
Previous $1.18 Billion 18.17%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Jan 27, 2025
SELL
$174.22 - $187.62 $187,460 - $201,879
-1,076 Reduced 16.33%
5,514 $966 Million
Q3 2024

Oct 28, 2024
BUY
$162.83 - $179.16 $80,438 - $88,505
494 Added 8.1%
6,590 $1.18 Billion
Q2 2024

Sep 11, 2024
BUY
$159.21 - $168.37 $1,910 - $2,020
12 Added 0.2%
6,096 $1 Billion
Q1 2024

Sep 11, 2024
SELL
$153.84 - $169.37 $16,922 - $18,630
-110 Reduced 1.78%
6,084 $1.03 Billion
Q4 2023

Sep 11, 2024
BUY
$133.66 - $158.41 $55,067 - $65,264
412 Added 7.13%
6,194 $977 Million
Q3 2023

Sep 11, 2024
SELL
$141.04 - $155.0 $21,861 - $24,025
-155 Reduced 2.61%
5,782 $819 Million
Q2 2023

Sep 11, 2024
SELL
$139.61 - $149.64 $55,425 - $59,407
-397 Reduced 6.27%
5,937 $888 Million
Q1 2023

Sep 11, 2024
SELL
$137.35 - $154.96 $57,000 - $64,308
-415 Reduced 6.15%
6,334 $916 Million
Q4 2022

Sep 11, 2024
SELL
$128.02 - $149.03 $12,161 - $14,157
-95 Reduced 1.39%
6,749 $953 Million
Q3 2022

Sep 11, 2024
BUY
$127.28 - $152.39 $61,603 - $73,756
484 Added 7.61%
6,844 $871 Million
Q2 2022

Sep 11, 2024
BUY
$130.84 - $158.96 $101,924 - $123,829
779 Added 13.96%
6,360 $854 Million
Q1 2022

Sep 11, 2024
BUY
$148.26 - $164.2 $78,874 - $87,354
532 Added 10.54%
5,581 $880 Million
Q4 2021

Sep 10, 2024
SELL
$150.88 - $163.01 $452 - $489
-3 Reduced 0.06%
5,049 $822 Million
Q3 2021

Sep 10, 2024
SELL
$146.61 - $157.39 $34,013 - $36,514
-232 Reduced 4.39%
5,052 $757 Million
Q2 2021

Sep 10, 2024
SELL
$143.08 - $152.26 $48,647 - $51,768
-340 Reduced 6.05%
5,284 $796 Million
Q1 2021

Sep 10, 2024
SELL
$125.7 - $142.8 $64,484 - $73,256
-513 Reduced 8.36%
5,624 $797 Million
Q4 2020

Sep 10, 2024
SELL
$106.78 - $127.54 $257,019 - $306,988
-2,407 Reduced 28.17%
6,137 $783 Million
Q3 2020

Sep 10, 2024
BUY
$100.38 - $113.96 $8,532 - $9,686
85 Added 1.0%
8,544 $924 Million
Q2 2020

Sep 10, 2024
BUY
$79.83 - $113.09 $280,921 - $397,963
3,519 Added 71.23%
8,459 $861 Million
Q1 2020

Sep 10, 2024
SELL
$71.66 - $118.71 $35,686 - $59,117
-498 Reduced 9.16%
4,940 $415 Million
Q4 2019

Sep 09, 2024
BUY
$103.92 - $115.93 $565,116 - $630,427
5,438 New
5,438 $629 Million

Others Institutions Holding RSP

# of Institutions
1,913
Shares Held
243M
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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