World Equity Group, Inc. Invesco S&P 500 Equal Weight E Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jul 22, 2024	BUY	$133.66 - $158.41 $220,806 - $261,693	1,652 New	1,652 $261 Million
Q2 2023 Aug 26, 2024	SELL	$139.61 - $149.64 $16 Million - $17.2 Million	-114,913 Reduced 96.24%	4,487 $671 Million
Q1 2023 Aug 26, 2024	BUY	$137.35 - $154.96 $16.4 Million - $18.5 Million	119,400 New	119,400 $4.95 Billion
Q4 2022 Sep 06, 2024	SELL	$128.02 - $149.03 $241,701 - $281,368	-1,888 Reduced 34.28%	3,619 $511 Million
Q3 2022 Sep 06, 2024	BUY	$127.28 - $152.39 $700,930 - $839,211	5,507 New	5,507 $701 Million
Q2 2022 Sep 06, 2024	BUY	$130.84 - $158.96 $1.33 Million - $1.62 Million	10,175 Added 56.35%	28,232 $3.79 Billion
Q1 2022 Sep 06, 2024	BUY	$148.26 - $164.2 $2.68 Million - $2.96 Million	18,057 New	18,057 $2.85 Billion

Others Institutions Holding RSP

# of Institutions

1,904

Shares Held

244M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.97 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.08 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.5 Billion
0.29% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.49M
Shares

$1.55 Billion
2.36% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.42 Billion
0.23% of portfolio

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