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

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,620 shares of RSP stock, worth $478,778. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,620

Previous 13,812 81.03%

Holding current value

$478,778

Previous $2.18 Million 20983.7%

% of portfolio

0.07%

Previous 0.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$174.22 - $187.62 $1.95 Million - $2.1 Million	-11,192 Reduced 81.03%	2,620 $459 Million
Q1 2022 May 19, 2022	BUY	$148.26 - $164.2 $1.82 Million - $2.02 Million	12,305 Added 816.52%	13,812 $2.18 Million
Q1 2022 May 16, 2022	SELL	$148.26 - $164.2 $259,454 - $287,350	-1,750 Reduced 53.73%	1,507 $213,000
Q4 2021 Feb 14, 2022	BUY	$150.88 - $163.01 $137,149 - $148,176	909 Added 38.71%	3,257 $530,000
Q3 2021 Nov 15, 2021	SELL	$146.61 - $157.39 $80,928 - $86,879	-552 Reduced 19.03%	2,348 $352,000
Q2 2021 Aug 12, 2021	BUY	$143.08 - $152.26 $199,310 - $212,098	1,393 Added 92.44%	2,900 $437,000
Q1 2021 May 14, 2021	SELL	$125.7 - $142.8 $172,209 - $195,636	-1,370 Reduced 47.62%	1,507 $213,000
Q2 2020 Aug 11, 2020	SELL	$79.83 - $113.09 $209,394 - $296,635	-2,623 Reduced 47.69%	2,877 $293,000
Q1 2020 Apr 17, 2020	BUY	$71.66 - $118.71 $394,130 - $652,905	5,500 New	5,500 $462,000

Others Institutions Holding RSP

# of Institutions

1,904

Shares Held

244M

Call Options Held

2.45M

Put Options Held

9.88M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

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