Heritage Wealth Management, Inc. Invesco S&P 500 Equal Weight E Transaction History

Heritage Wealth Management, Inc.

$294 Billion
Q1 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,072 shares of RSP stock, worth $1.03 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

6,072

Previous 5,410 12.24%

Holding current value

$1.03 Million

Previous $948 Million 10.96%

% of portfolio

0.36%

Previous 0.32%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$169.43 - $182.84 $112,162 - $121,040	662 Added 12.24%	6,072 $1.05 Billion
Q4 2024 Feb 05, 2025	BUY	$174.22 - $187.62 $659,945 - $710,704	3,788 Added 233.54%	5,410 $948 Million
Q3 2024 Oct 31, 2024	BUY	$162.83 - $179.16 $264,110 - $290,597	1,622 New	1,622 $291 Million

Others Institutions Holding RSP

# of Institutions

2,111

Shares Held

277M

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

More about RSP

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Heritage Wealth Management, Inc. Invesco S&P 500 Equal Weight E Transaction History