Lakeshore Financial Planning, Inc. Invesco S&P 500 Equal Weight E Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 40,351 shares of RSP stock, worth $7.39 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

40,351

Previous 40,781 1.05%

Holding current value

$7.39 Million

Previous $7.06 Billion 3.8%

% of portfolio

2.95%

Previous 2.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$152.93 - $181.74 $65,759 - $78,148	-430 Reduced 1.05%	40,351 $7.33 Billion
Q1 2025 May 15, 2025	SELL	$169.43 - $182.84 $864,770 - $933,215	-5,104 Reduced 11.12%	40,781 $7.06 Billion
Q4 2024 Feb 11, 2025	SELL	$174.22 - $187.62 $55,576 - $59,850	-319 Reduced 0.69%	45,885 $8.04 Billion
Q3 2024 Oct 31, 2024	SELL	$162.83 - $179.16 $6,676 - $7,345	-41 Reduced 0.09%	46,204 $8.28 Billion
Q2 2024 Jul 25, 2024	SELL	$159.21 - $168.37 $116,382 - $123,078	-731 Reduced 1.56%	46,245 $7.6 Billion
Q1 2024 May 10, 2024	SELL	$153.84 - $169.37 $5.79 Million - $6.37 Million	-37,617 Reduced 44.47%	46,976 $7.96 Billion
Q3 2023 Nov 14, 2023	BUY	$141.04 - $155.0 $11.9 Million - $13.1 Million	84,593 New	84,593 $12 Billion

Others Institutions Holding RSP

# of Institutions

2,163

Shares Held

287M

Call Options Held

9.04M

Put Options Held

18.3M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Lakeshore Financial Planning, Inc. Invesco S&P 500 Equal Weight E Transaction History