Dougherty Wealth Advisers LLC Invesco S&P 500 Equal Weight E Transaction History

Dougherty Wealth Advisers LLC

  • $154 Million
  • Q3 2025

A detailed history of Dougherty Wealth Advisers LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 500 shares of RSP stock, worth $93,530. This represents 0.06% of its overall portfolio holdings.

Number of Shares
500
Previous 500 -0.0%
Holding current value
$93,530
Previous $90,000 4.44%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023
SELL
$139.61 - $149.64 $55,844 - $59,855
-400 Reduced 44.44%
500 $74,000
Q1 2022

Apr 29, 2022
SELL
$148.26 - $164.2 $3,113 - $3,448
-21 Reduced 2.28%
900 $142,000
Q4 2021

Jan 27, 2022
BUY
$150.88 - $163.01 $3,168 - $3,423
21 Added 2.33%
921 $150,000
Q4 2018

Feb 11, 2019
BUY
$86.19 - $106.81 $77,571 - $96,129
900 New
900 $91,000

Others Institutions Holding RSP

# of Institutions
2,183
Shares Held
288M
Call Options Held
4.49M
Put Options Held
8.93M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
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