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

Lodestone Wealth Management LLC

$190 Billion
Q2 2024

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 2,954 shares of RSP stock, worth $501,382. This represents 0.26% of its overall portfolio holdings.

Number of Shares

2,954

Previous 2,949 0.17%

Holding current value

$501,382

Previous $499 Million 2.84%

% of portfolio

0.26%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$137.24 - $149.03 $300,555 - $326,375	2,190 New	2,190 $309 Million

Others Institutions Holding RSP

# of Institutions

1,674

Shares Held

207M

Call Options Held

4.2M

Put Options Held

8.05M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
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Lodestone Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History