Litman Gregory Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 8,937 shares of RSP stock, worth $1.61 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,937

Previous 9,042 1.16%

Holding current value

$1.61 Million

Previous $1.62 Million 3.27%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$174.22 - $187.62 $18,293 - $19,700	-105 Reduced 1.16%	8,937 $1.57 Million
Q3 2024 Oct 22, 2024	BUY	$162.83 - $179.16 $251,735 - $276,981	1,546 Added 20.62%	9,042 $1.62 Million
Q2 2024 Jul 30, 2024	BUY	$159.21 - $168.37 $78,331 - $82,838	492 Added 7.02%	7,496 $1.23 Million
Q2 2023 Aug 09, 2023	BUY	$139.61 - $149.64 $977,828 - $1.05 Million	7,004 New	7,004 $1.05 Million
Q4 2022 Jan 17, 2023	BUY	$128.02 - $149.03 $896,652 - $1.04 Million	7,004 New	7,004 $0
Q2 2021 Jul 27, 2021	SELL	$143.08 - $152.26 $29,188 - $31,061	-204 Closed	0 $0
Q4 2018 Feb 01, 2019	SELL	$86.19 - $106.81 $9,136 - $11,321	-106 Reduced 34.19%	204 $19,000
Q3 2018 Nov 15, 2018	BUY	$101.8 - $108.58 $31,558 - $33,659	310 New	310 $33,000

Others Institutions Holding RSP

# of Institutions

2,061

Shares Held

282M

Call Options Held

8.9M

Put Options Held

17.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Litman Gregory Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History