Big Sur Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History

Big Sur Wealth Management LLC

$341 Million
Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 15,650 shares of RSP stock, worth $2.81 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

15,650

Previous 17,350 9.8%

Holding current value

$2.81 Million

Previous $3.11 Million 11.78%

% of portfolio

0.8%

Previous 0.88%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$174.22 - $187.62 $296,174 - $318,954	-1,700 Reduced 9.8%	15,650 $2.74 Million
Q3 2024 Oct 16, 2024	BUY	$162.83 - $179.16 $1.38 Million - $1.52 Million	8,500 Added 96.05%	17,350 $3.11 Million
Q1 2024 May 21, 2024	BUY	$153.84 - $169.37 $1.23 Million - $1.35 Million	8,000 Added 941.18%	8,850 $1.5 Million
Q3 2023 Nov 13, 2023	BUY	$141.04 - $155.0 $119,884 - $131,750	850 New	850 $120,000
Q1 2023 May 12, 2023	BUY	$137.35 - $154.96 $576,870 - $650,832	4,200 New	4,200 $607,000

Others Institutions Holding RSP

# of Institutions

2,061

Shares Held

282M

Call Options Held

8.9M

Put Options Held

17.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Big Sur Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History