Ledge Wealth Management, Inc. Invesco S&P 500 Equal Weight E Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 155,901 shares of RSP stock, worth $28.5 Million. This represents 9.56% of its overall portfolio holdings.
Number of Shares
155,901
Previous 154,112
1.16%
Holding current value
$28.5 Million
Previous $21.8 Million
12.66%
% of portfolio
9.56%
Previous 9.8%
Shares
6 transactions
Others Institutions Holding RSP
# of Institutions
1,904Shares Held
244MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.97 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$4.08 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.5 Billion0.29% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.55 Billion2.36% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.42 Billion0.23% of portfolio