Kellett Schaffner Wealth Advisors LLC Invesco S&P 500 Equal Weight E Transaction History
Kellett Schaffner Wealth Advisors LLC
- $124 Million
- Q2 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 2,118 shares of RSP stock, worth $376,622. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,118
Previous 4,049
47.69%
Holding current value
$376,622
Previous $685,000
49.34%
% of portfolio
0.28%
Previous 0.47%
Shares
10 transactions
Others Institutions Holding RSP
# of Institutions
1,726Shares Held
227MCall Options Held
4.59MPut Options Held
6.29M-
Morgan Stanley New York, NY24.7MShares$4.39 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO20.5MShares$3.65 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$3.34 Billion0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY9.19MShares$1.63 Billion0.26% of portfolio
-
Invesco Ltd. Atlanta, GA7.87MShares$1.4 Billion0.28% of portfolio