Mark Sheptoff Financial Planning, LLC Invesco S&P 500 Equal Weight E Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 10,832 shares of RSP stock, worth $2.03 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
10,832
Previous 14,880
27.2%
Holding current value
$2.03 Million
Previous $2.58 Million
23.63%
% of portfolio
1.09%
Previous 1.45%
Shares
10 transactions
Others Institutions Holding RSP
# of Institutions
2,186Shares Held
288MCall Options Held
4.5MPut Options Held
8.92M-
Morgan Stanley New York, NY32.7MShares$6.11 Billion0.4% of portfolio
-
Northwestern Mutual Wealth Management CO24.7MShares$4.61 Billion3.31% of portfolio
-
Bank Of America Corp Charlotte, NC22.5MShares$4.2 Billion0.31% of portfolio
-
Invesco Ltd. Atlanta, GA10.2MShares$1.9 Billion0.33% of portfolio
-
Texas Permanent School Fund Austin, TX9.19MShares$1.72 Billion18.04% of portfolio