Mc Kinley Carter Wealth Services, Inc. Invesco S&P 500 Equal Weight E Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 8,273 shares of RSP stock, worth $1.58 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,273
Previous 8,732 5.26%
Holding current value
$1.58 Million
Previous $1.5 Million 0.2%
% of portfolio
0.09%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$152.93 - $181.74 $70,194 - $83,418
-459 Reduced 5.26%
8,273 $1.5 Million
Q1 2025

Apr 15, 2025
SELL
$169.43 - $182.84 $7,963 - $8,593
-47 Reduced 0.54%
8,732 $1.5 Million
Q4 2024

Jan 22, 2025
SELL
$174.22 - $187.62 $15,157 - $16,322
-87 Reduced 0.98%
8,779 $1.54 Million
Q3 2024

Oct 15, 2024
SELL
$162.83 - $179.16 $123,587 - $135,982
-759 Reduced 7.89%
8,866 $1.59 Million
Q1 2024

Apr 26, 2024
SELL
$153.84 - $169.37 $21,383 - $23,542
-139 Reduced 1.42%
9,625 $1.63 Million
Q4 2023

Feb 07, 2024
SELL
$133.66 - $158.41 $40,899 - $48,473
-306 Reduced 3.04%
9,764 $1.54 Million
Q3 2023

Oct 13, 2023
SELL
$141.04 - $155.0 $74,328 - $81,685
-527 Reduced 4.97%
10,070 $1.43 Million
Q2 2023

Aug 02, 2023
SELL
$139.61 - $149.64 $47,048 - $50,428
-337 Reduced 3.08%
10,597 $1.59 Million
Q1 2023

Apr 24, 2023
BUY
$137.35 - $154.96 $8,790 - $9,917
64 Added 0.59%
10,934 $1.58 Million
Q3 2022

Oct 24, 2022
SELL
$127.28 - $152.39 $67,967 - $81,376
-534 Reduced 4.68%
10,870 $1.38 Million
Q2 2022

Jul 15, 2022
SELL
$130.84 - $158.96 $60,578 - $73,598
-463 Reduced 3.9%
11,404 $1.53 Million
Q1 2022

Apr 27, 2022
SELL
$148.26 - $164.2 $6,078 - $6,732
-41 Reduced 0.34%
11,867 $1.87 Million
Q4 2021

Feb 07, 2022
SELL
$150.88 - $163.01 $112,707 - $121,768
-747 Reduced 5.9%
11,908 $1.94 Million
Q3 2021

Nov 03, 2021
SELL
$146.61 - $157.39 $156,139 - $167,620
-1,065 Reduced 7.76%
12,655 $1.9 Million
Q2 2021

Aug 12, 2021
SELL
$143.08 - $152.26 $259,404 - $276,047
-1,813 Reduced 11.67%
13,720 $2.07 Million
Q1 2021

Apr 30, 2021
SELL
$125.7 - $142.8 $260,450 - $295,881
-2,072 Reduced 11.77%
15,533 $2.2 Million
Q4 2020

Feb 16, 2021
BUY
$106.78 - $127.54 $1.88 Million - $2.25 Million
17,605 New
17,605 $2.25 Million

Others Institutions Holding RSP

# of Institutions
2,181
Shares Held
288M
Call Options Held
4.49M
Put Options Held
8.96M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email