Lakeshore Financial Planning, Inc. Invesco S&P 500 Equal Weight E Transaction History
Lakeshore Financial Planning, Inc.
- $227 Billion
- Q3 2024
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 46,204 shares of RSP stock, worth $8.38 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
46,204
Previous 46,245
0.09%
Holding current value
$8.38 Million
Previous $7.6 Billion
8.96%
% of portfolio
3.65%
Previous 3.71%
Shares
4 transactions
Others Institutions Holding RSP
# of Institutions
1,901Shares Held
244MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.94 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$4.05 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.47 Billion0.29% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.54 Billion2.36% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.41 Billion0.23% of portfolio