Martel Wealth Advisors Inc Invesco S&P 500 Equal Weight E Transaction History
Martel Wealth Advisors Inc
- $502 Billion
- Q1 2025
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 18,237 shares of RSP stock, worth $3.25 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
18,237
Previous 17,725
2.89%
Holding current value
$3.25 Million
Previous $3.11 Billion
1.71%
% of portfolio
0.63%
Previous 0.61%
Shares
18 transactions
Others Institutions Holding RSP
# of Institutions
2,140Shares Held
291MCall Options Held
9.04MPut Options Held
18.2M-
Morgan Stanley New York, NY29.7MShares$5.29 Billion0.38% of portfolio
-
Northwestern Mutual Wealth Management CO23.6MShares$4.19 Billion3.36% of portfolio
-
Bank Of America Corp Charlotte, NC22.2MShares$3.95 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA11.2MShares$1.99 Billion0.39% of portfolio
-
Texas Permanent School Fund Austin, TX9.19MShares$1.64 Billion15.51% of portfolio