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

Lodestone Wealth Management LLC

$188 Billion
Q1 2025

A detailed history of Lodestone Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,081 shares of RSP stock, worth $380,531. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,081

Previous 2,076 0.24%

Holding current value

$380,531

Previous $364 Million 0.89%

% of portfolio

0.19%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$169.43 - $182.84 $847 - $914	5 Added 0.24%	2,081 $361 Million
Q4 2024 Jan 30, 2025	BUY	$174.22 - $187.62 $696 - $750	4 Added 0.19%	2,076 $364 Million
Q3 2024 Oct 29, 2024	SELL	$162.83 - $179.16 $143,616 - $158,019	-882 Reduced 29.86%	2,072 $371 Million
Q2 2024 Jul 16, 2024	BUY	$159.21 - $168.37 $796 - $841	5 Added 0.17%	2,954 $485 Million
Q1 2024 Apr 30, 2024	BUY	$153.84 - $169.37 $769 - $846	5 Added 0.17%	2,949 $499 Million
Q4 2023 Jan 24, 2024	BUY	$133.66 - $158.41 $104,655 - $124,035	783 Added 36.23%	2,944 $465 Million
Q3 2023 Oct 20, 2023	BUY	$141.04 - $155.0 $11,142 - $12,245	79 Added 3.79%	2,161 $306 Million
Q2 2023 Jul 25, 2023	SELL	$139.61 - $149.64 $15,496 - $16,610	-111 Reduced 5.06%	2,082 $312 Million
Q1 2023 May 15, 2023	BUY	$137.35 - $154.96 $412 - $464	3 Added 0.14%	2,193 $317 Million
Q4 2022 Feb 09, 2023	BUY	$128.02 - $149.03 $280,363 - $326,375	2,190 New	2,190 $309 Million

Others Institutions Holding RSP

# of Institutions

2,164

Shares Held

286M

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