D. Scott Neal, Inc. Invesco S&P 500 Equal Weight E Transaction History

D. Scott Neal, Inc.

$182 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	SELL	$139.61 - $149.64 $21,360 - $22,894	-153 Reduced 6.38%	2,244 $335,000
Q4 2021 Jan 21, 2022	BUY	$150.88 - $163.01 $361,659 - $390,734	2,397 New	2,397 $390,000

Others Institutions Holding RSP

# of Institutions

1,904

Shares Held

244M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.97 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.08 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.5 Billion
0.29% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.49M
Shares

$1.55 Billion
2.36% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.42 Billion
0.23% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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