Evernest Financial Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 67,667 shares of RSP stock, worth $12.2 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares

67,667

Previous 67,213 0.68%

Holding current value

$12.2 Million

Previous $12 Million 1.53%

% of portfolio

3.26%

Previous 3.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$174.22 - $187.62 $79,095 - $85,179	454 Added 0.68%	67,667 $11.9 Million
Q3 2024 Oct 21, 2024	BUY	$162.83 - $179.16 $73,599 - $80,980	452 Added 0.68%	67,213 $12 Million
Q2 2024 Aug 07, 2024	BUY	$159.21 - $168.37 $255,532 - $270,233	1,605 Added 2.46%	66,761 $11 Million
Q1 2024 May 10, 2024	BUY	$153.84 - $169.37 $345,524 - $380,405	2,246 Added 3.57%	65,156 $10.4 Billion
Q4 2023 May 10, 2024	SELL	$133.66 - $158.41 $395,633 - $468,893	-2,960 Reduced 4.54%	62,196 $9.81 Billion
Q4 2021 Feb 13, 2024	BUY	$150.88 - $163.01 $9.49 Million - $10.3 Million	62,910 New	62,910 $10 Billion

Others Institutions Holding RSP

# of Institutions

2,061

Shares Held

282M

Call Options Held

8.9M

Put Options Held

17.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

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Evernest Financial Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History