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

Curi Wealth Management, LLC

  • $0
  • Q1 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
BUY
$133.66 - $158.41 $435,865 - $516,575
3,261 Added 120.96%
5,957 $940,000
Q3 2023

Nov 06, 2023
BUY
$141.04 - $155.0 $53,877 - $59,210
382 Added 16.51%
2,696 $381,000
Q2 2023

Jul 31, 2023
BUY
$139.61 - $149.64 $1,396 - $1,496
10 Added 0.43%
2,314 $346,000
Q1 2023

May 03, 2023
SELL
$137.35 - $154.96 $10,026 - $11,312
-73 Reduced 3.07%
2,304 $333,000
Q4 2022

Feb 03, 2023
SELL
$128.02 - $149.03 $29,060 - $33,829
-227 Reduced 8.72%
2,377 $335,000
Q3 2022

Nov 08, 2022
BUY
$127.28 - $152.39 $41,366 - $49,526
325 Added 14.26%
2,604 $331,000
Q2 2022

Aug 08, 2022
BUY
$130.84 - $158.96 $73,662 - $89,494
563 Added 32.81%
2,279 $306,000
Q1 2022

May 06, 2022
BUY
$148.26 - $164.2 $126,317 - $139,898
852 Added 98.61%
1,716 $270,000
Q4 2021

Feb 09, 2022
BUY
$150.88 - $163.01 $130,360 - $140,840
864 New
864 $140,000
Q1 2021

Apr 29, 2021
SELL
$125.7 - $142.8 $107,347 - $121,951
-854 Closed
0 $0
Q4 2020

Mar 19, 2021
BUY
$106.78 - $127.54 $91,190 - $108,919
854 New
854 $109,000

Others Institutions Holding RSP

# of Institutions
1,828
Shares Held
231M
Call Options Held
2.45M
Put Options Held
9.88M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

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