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

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 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 26,676 shares of RSP stock, worth $4.9 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

26,676

Previous 22,934 16.32%

Holding current value

$4.9 Million

Previous $3.77 Billion 26.86%

% of portfolio

1.13%

Previous 0.95%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$162.83 - $179.16 $609,309 - $670,416	3,742 Added 16.32%	26,676 $4.78 Billion
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

1,804

Shares Held

226M

Call Options Held

4.56M

Put Options Held

6.39M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

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