Marshall & Sterling Wealth Advisors Inc. Invesco S&P 500 Equal Weight E Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 40,477 shares of RSP stock, worth $7.21 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
40,477
Previous 39,180 3.31%
Holding current value
$7.21 Million
Previous $6.87 Billion 2.15%
% of portfolio
4.77%
Previous 4.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$169.43 - $182.84 $219,750 - $237,143
1,297 Added 3.31%
40,477 $7.01 Billion
Q4 2024

Feb 14, 2025
BUY
$174.22 - $187.62 $6.83 Million - $7.35 Million
39,180 New
39,180 $6.87 Billion

Others Institutions Holding RSP

# of Institutions
2,140
Shares Held
291M
Call Options Held
9.04M
Put Options Held
18.2M
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 Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. 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 Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email