Lord & Richards Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 9,397 shares of RSP stock, worth $1.72 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
9,397
Previous 7,705 21.96%
Holding current value
$1.72 Million
Previous $1.33 Billion 27.95%
% of portfolio
1.79%
Previous 1.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$152.93 - $181.74 $258,757 - $307,504
1,692 Added 21.96%
9,397 $1.71 Billion
Q1 2025

May 02, 2025
BUY
$169.43 - $182.84 $719,399 - $776,338
4,246 Added 122.75%
7,705 $1.33 Billion
Q4 2024

Jan 30, 2025
BUY
$174.22 - $187.62 $602,626 - $648,977
3,459 New
3,459 $606 Million

Others Institutions Holding RSP

# of Institutions
2,163
Shares Held
287M
Call Options Held
9.04M
Put Options Held
18.3M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email