Lws Wealth Advisors, Inc. Invesco S&P 500 Equal Weight E Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 17,684 shares of RSP stock, worth $2.9 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

17,684

Previous 17,764 0.45%

Holding current value

$2.9 Million

Previous $2.52 Million 10.89%

% of portfolio

1.09%

Previous 1.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$133.66 - $158.41 $10,692 - $12,672	-80 Reduced 0.45%	17,684 $2.79 Million
Q3 2023 Nov 13, 2023	SELL	$141.04 - $155.0 $16,783 - $18,445	-119 Reduced 0.67%	17,764 $2.52 Million
Q2 2023 Jul 28, 2023	BUY	$139.61 - $149.64 $28,620 - $30,676	205 Added 1.16%	17,883 $2.68 Million
Q1 2023 Apr 28, 2023	BUY	$137.35 - $154.96 $108,506 - $122,418	790 Added 4.68%	17,678 $2.56 Million
Q4 2022 Feb 14, 2023	BUY	$137.24 - $149.03 $79,599 - $86,437	580 Added 3.56%	16,888 $2.39 Million

Q3 2022 Nov 14, 2022	BUY	$130.48 - $152.39 $95,641 - $111,701	733 Added 4.71%	16,308 $2.08 Million
Q2 2022 Aug 05, 2022	BUY	$130.84 - $158.96 $19,495 - $23,685	149 Added 0.97%	15,575 $2.09 Million
Q1 2022 May 10, 2022	BUY	$148.26 - $164.2 $95,627 - $105,908	645 Added 4.36%	15,426 $2.43 Million
Q4 2021 Feb 02, 2022	BUY	$150.88 - $163.01 $16,445 - $17,768	109 Added 0.74%	14,781 $2.41 Million
Q3 2021 Nov 09, 2021	SELL	$146.61 - $157.39 $136,933 - $147,002	-934 Reduced 5.98%	14,672 $2.2 Million
Q2 2021 Jul 23, 2021	SELL	$143.08 - $152.26 $43,067 - $45,830	-301 Reduced 1.89%	15,606 $2.35 Million
Q1 2021 Apr 29, 2021	BUY	$125.7 - $142.8 $31,173 - $35,414	248 Added 1.58%	15,907 $2.25 Million
Q4 2020 Jan 20, 2021	BUY	$106.78 - $127.54 $28,296 - $33,798	265 Added 1.72%	15,659 $2 Million
Q3 2020 Nov 10, 2020	SELL	$100.38 - $113.96 $12,848 - $14,586	-128 Reduced 0.82%	15,394 $1.67 Million
Q2 2020 Aug 05, 2020	BUY	$79.83 - $113.09 $226,238 - $320,497	2,834 Added 22.34%	15,522 $1.58 Million
Q1 2020 May 04, 2020	BUY	$71.66 - $118.71 $91,223 - $151,117	1,273 Added 11.15%	12,688 $1.07 Million
Q4 2019 Feb 06, 2020	BUY	$103.92 - $115.93 $1.19 Million - $1.32 Million	11,415 New	11,415 $1.32 Million

Others Institutions Holding RSP

# of Institutions

1,670

Shares Held

206M

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
Industry ETFs

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Lws Wealth Advisors, Inc. Invesco S&P 500 Equal Weight E Transaction History