Cherry Tree Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 22,934 shares of RSP stock, worth $4.08 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
22,934
Previous 18,213 25.92%
Holding current value
$4.08 Million
Previous $3.08 Billion 22.14%
% of portfolio
0.95%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$159.21 - $168.37 $751,630 - $794,874
4,721 Added 25.92%
22,934 $3.77 Billion
Q1 2024

May 01, 2024
BUY
$153.84 - $169.37 $587,207 - $646,485
3,817 Added 26.51%
18,213 $3.08 Billion
Q4 2023

Feb 06, 2024
BUY
$133.66 - $158.41 $509,779 - $604,175
3,814 Added 36.04%
14,396 $2.27 Billion
Q3 2023

Nov 14, 2023
BUY
$141.04 - $155.0 $1.44 Million - $1.58 Million
10,179 Added 2525.81%
10,582 $1.5 Billion
Q2 2023

Aug 09, 2023
BUY
$139.61 - $149.64 $56,262 - $60,304
403 New
403 $60.3 Million

Others Institutions Holding RSP

# of Institutions
1,723
Shares Held
227M
Call Options Held
4.59M
Put Options Held
6.29M
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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email