Bernard Wealth Management Corp. Invesco S&P 500 Equal Weight E Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,430 shares of RSP stock, worth $233,890. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,430
Previous 1,430
-0.0%
Holding current value
$233,890
Previous $251 Million
1.14%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding RSP
# of Institutions
2,088Shares Held
284MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$4.71 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$3.79 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.54 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.63 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.39 Billion2.36% of portfolio