A detailed history of Legacy Financial Strategies, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 1,965 shares of RSP stock, worth $333,539. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,965
Previous 3,175 38.11%
Holding current value
$333,539
Previous $537,000 40.04%
% of portfolio
0.08%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

SELL
$159.21 - $168.37 $192,644 - $203,727
-1,210 Reduced 38.11%
1,965 $322,000
Q1 2024

Apr 10, 2024

SELL
$153.84 - $169.37 $36,921 - $40,648
-240 Reduced 7.03%
3,175 $537,000
Q4 2023

Feb 01, 2024

BUY
$133.66 - $158.41 $456,448 - $540,970
3,415 New
3,415 $538,000
Q3 2018

Nov 14, 2018

SELL
$101.8 - $108.58 $338,688 - $361,245
-3,327 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$97.3 - $104.54 $323,717 - $347,804
3,327 New
3,327 $339,000

Others Institutions Holding RSP

About INVESCO S&P 500 EQUAL WEIGHT E


  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, 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 Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.