Mark Sheptoff Financial Planning, LLC Invesco S&P 500 Equal Weight E Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

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 10,725 shares of RSP stock, worth $1.89 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

10,725

Previous 8,325 28.83%

Holding current value

$1.89 Million

Previous $1.37 Million 40.53%

% of portfolio

1.03%

Previous 0.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$162.83 - $179.16 $390,792 - $429,984	2,400 Added 28.83%	10,725 $1.92 Million
Q2 2024 Aug 12, 2024	SELL	$159.21 - $168.37 $314,280 - $332,362	-1,974 Reduced 19.17%	8,325 $1.37 Million
Q1 2024 May 10, 2024	BUY	$153.84 - $169.37 $1.52 Million - $1.67 Million	9,849 Added 2188.67%	10,299 $1.74 Million
Q4 2023 Feb 09, 2024	BUY	$133.66 - $158.41 $53,464 - $63,364	400 Added 800.0%	450 $71,000
Q1 2021 May 11, 2021	SELL	$125.7 - $142.8 $6,285 - $7,140	-50 Reduced 50.0%	50 $7,000
Q2 2020 Aug 10, 2020	SELL	$79.83 - $113.09 $7,983 - $11,309	-100 Reduced 50.0%	100 $10,000
Q2 2018 Aug 09, 2018	BUY	$97.3 - $104.54 $19,460 - $20,908	200 New	200 $20,000

Others Institutions Holding RSP

# of Institutions

1,833

Shares Held

233M

Call Options Held

2.45M

Put Options Held

9.88M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Mark Sheptoff Financial Planning, LLC Invesco S&P 500 Equal Weight E Transaction History