Balanced Wealth Group LLC Invesco S&P 500 Equal Weight E Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
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
Others Institutions Holding RSP
# of Institutions
1,667Shares Held
206MCall Options Held
4.2MPut Options Held
8.05M-
Morgan Stanley New York, NY24.7MShares$4.04 Billion0.34% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.13 Billion0.31% of portfolio
-
Goldman Sachs Group Inc New York, NY7.92MShares$1.3 Billion0.24% of portfolio
-
Truist Financial Corp7.35MShares$1.2 Billion1.91% of portfolio
-
Jpmorgan Chase & CO New York, NY7.09MShares$1.16 Billion0.11% of portfolio