Cm Wealth Advisors LLC Invesco S&P 500 Equal Weight E Transaction History

Cm Wealth Advisors LLC

$310 Million
Q1 2025

A detailed history of Cm Wealth Advisors LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 42,708 shares of RSP stock, worth $8.02 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

42,708

Previous 31,782 34.38%

Holding current value

$8.02 Million

Previous $5.57 Million 32.84%

% of portfolio

2.39%

Previous 1.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$169.43 - $182.84 $1.85 Million - $2 Million	10,926 Added 34.38%	42,708 $7.4 Million
Q4 2024 Feb 13, 2025	BUY	$174.22 - $187.62 $832,248 - $896,260	4,777 Added 17.69%	31,782 $5.57 Million
Q3 2024 Nov 12, 2024	BUY	$162.83 - $179.16 $4.4 Million - $4.84 Million	27,005 New	27,005 $4.84 Million
Q1 2024 May 13, 2024	BUY	$153.84 - $169.37 $40,306 - $44,374	262 Added 1.09%	24,294 $4.11 Million
Q4 2023 Feb 05, 2024	BUY	$133.66 - $158.41 $3.21 Million - $3.81 Million	24,032 New	24,032 $3.79 Million
Q2 2023 Aug 15, 2023	BUY	$139.61 - $149.64 $352,236 - $377,541	2,523 Added 15.73%	18,564 $2.78 Million
Q1 2023 May 01, 2023	BUY	$137.35 - $154.96 $2.2 Million - $2.49 Million	16,041 New	16,041 $2.27 Million

Others Institutions Holding RSP

# of Institutions

2,151

Shares Held

289M

Call Options Held

9.04M

Put Options Held

18.3M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

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Cm Wealth Advisors LLC Invesco S&P 500 Equal Weight E Transaction History