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 $2.82 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
15,650
Previous 17,350 9.8%
Holding current value
$2.82 Million
Previous $3.11 Million 11.78%
% of portfolio
0.8%
Previous 0.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,852
Shares Held
234M
Call Options Held
2.45M
Put Options Held
9.88M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email