Summit Wealth Partners, LLC Invesco S&P 500 Equal Weight E Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 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 6,096 shares of RSP stock, worth $1.09 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,096
Previous 6,084
0.2%
Holding current value
$1.09 Million
Previous $1.03 Billion
2.82%
% of portfolio
0.21%
Previous 0.22%
Shares
19 transactions
Others Institutions Holding RSP
# of Institutions
1,723Shares Held
227MCall Options Held
4.59MPut Options Held
6.29M-
Morgan Stanley New York, NY24.7MShares$4.4 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO20.5MShares$3.66 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$3.34 Billion0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY9.19MShares$1.64 Billion0.26% of portfolio
-
Invesco Ltd. Atlanta, GA7.87MShares$1.4 Billion0.28% of portfolio