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

Cm Wealth Advisors LLC

  • $353 Million
  • Q1 2024

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 24,294 shares of RSP stock, worth $4.09 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
24,294
Previous 24,032 1.09%
Holding current value
$4.09 Million
Previous $3.79 Million 8.49%
% of portfolio
1.16%
Previous 1.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,674
Shares Held
207M
Call Options Held
4.2M
Put Options Held
8.05M
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 Cm Wealth Advisors LLC Portfolio

Follow Cm Wealth Advisors 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 Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cm Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email