Martel Wealth Advisors Inc Invesco S&P 500 Equal Weight E Transaction History
Martel Wealth Advisors Inc
- $512 Billion
- Q4 2024
A detailed history of Martel Wealth Advisors Inc transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 17,725 shares of RSP stock, worth $3.22 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
17,725
Previous 18,222
2.73%
Holding current value
$3.22 Million
Previous $3.25 Billion
4.55%
% of portfolio
0.61%
Previous 0.67%
Shares
17 transactions
Others Institutions Holding RSP
# of Institutions
1,901Shares Held
244MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.94 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$4.05 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.47 Billion0.29% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.54 Billion2.36% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.41 Billion0.23% of portfolio