Congress Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,171 shares of RSP stock, worth $742,813. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,171
Holding current value
$742,813
% of portfolio
0.01%

Shares

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

Aug 13, 2024
BUY
$159.21 - $168.37 $664,064 - $702,271
4,171 New
4,171 $685,000
Q1 2023

Apr 14, 2023
SELL
$137.35 - $154.96 $42,166 - $47,572
-307 Reduced 17.77%
1,421 $205,000
Q4 2022

Feb 02, 2023
BUY
$128.02 - $149.03 $221,218 - $257,523
1,728 New
1,728 $244,000
Q2 2022

Aug 11, 2022
SELL
$130.84 - $158.96 $180,820 - $219,682
-1,382 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$148.26 - $164.2 $79,763 - $88,339
-538 Reduced 28.02%
1,382 $218,000
Q4 2021

Feb 04, 2022
BUY
$150.88 - $163.01 $289,689 - $312,979
1,920 New
1,920 $312,000

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 Congress Wealth Management LLC Portfolio

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

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email