Kingswood Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,624 shares of RSP stock, worth $657,429. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,624
Previous 3,978 8.9%
Holding current value
$657,429
Previous $712 Million 10.85%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$174.22 - $187.62 $61,673 - $66,417
-354 Reduced 8.9%
3,624 $635 Million
Q3 2024

Oct 21, 2024
BUY
$162.83 - $179.16 $76,367 - $84,026
469 Added 13.37%
3,978 $712 Million
Q2 2024

Jul 09, 2024
SELL
$159.21 - $168.37 $163,190 - $172,579
-1,025 Reduced 22.61%
3,509 $577 Million
Q1 2024

Apr 15, 2024
BUY
$153.84 - $169.37 $359,677 - $395,987
2,338 Added 106.47%
4,534 $768 Million
Q4 2023

Jan 16, 2024
BUY
$133.66 - $158.41 $293,517 - $347,868
2,196 New
2,196 $347 Million

Others Institutions Holding RSP

# of Institutions
1,901
Shares Held
244M
Call Options Held
2.45M
Put Options Held
9.88M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email