Martel Wealth Advisors Inc Invesco S&P 500 Equal Weight E Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 18,222 shares of RSP stock, worth $3.3 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
18,222
Previous 17,647
3.26%
Holding current value
$3.3 Million
Previous $2.9 Billion
12.24%
% of portfolio
0.67%
Previous 0.62%
Shares
16 transactions
Others Institutions Holding RSP
# of Institutions
1,742Shares Held
228MCall Options Held
4.59MPut Options Held
6.29M-
Morgan Stanley New York, NY24.7MShares$4.48 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO20.5MShares$3.72 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$3.4 Billion0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY9.19MShares$1.67 Billion0.26% of portfolio
-
Invesco Ltd. Atlanta, GA7.87MShares$1.43 Billion0.28% of portfolio