Montis Financial, LLC Invesco S&P 500 Equal Weight E Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Montis Financial, LLC holds 55,774 shares of RSP stock, worth $10.1 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
55,774
Previous 34,572
61.33%
Holding current value
$10.1 Million
Previous $5.68 Million
75.95%
% of portfolio
3.56%
Previous 2.61%
Shares
4 transactions
Others Institutions Holding RSP
# of Institutions
1,913Shares Held
243MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.93 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