A detailed history of Balanced Wealth Group LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 4,044 shares of RSP stock, worth $661,921. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,044
Previous 4,242 4.67%
Holding current value
$661,921
Previous $669 Million 0.2%
% of portfolio
0.3%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$153.84 - $169.37 $30,460 - $33,535
-198 Reduced 4.67%
4,044 $671 Million
Q4 2023

Feb 06, 2024

BUY
$133.66 - $158.41 $566,985 - $671,975
4,242 New
4,242 $669 Million

Others Institutions Holding RSP

About INVESCO S&P 500 EQUAL WEIGHT E


  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group 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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.