Altus Wealth Group LLC Invesco S&P 500 Equal Weight E Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$125.7 - $142.8 $19,986 - $22,705	-159 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$106.78 - $127.54 $16,978 - $20,278	159 New	159 $20,000

Others Institutions Holding RSP

# of Institutions

1,826

Shares Held

231M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.92 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.04 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.46 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.41 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.38 Billion
0.27% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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