Montz Harcus Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History

Montz Harcus Wealth Management LLC

  • $176 Million
  • Q4 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,900 shares of RSP stock, worth $525,132. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,900
Previous 2,890 0.35%
Holding current value
$525,132
Previous $517,000 1.74%
% of portfolio
0.29%
Previous 0.31%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$174.22 - $187.62 $1,742 - $1,876
10 Added 0.35%
2,900 $508,000
Q3 2024

Oct 24, 2024
BUY
$162.83 - $179.16 $1,791 - $1,970
11 Added 0.38%
2,890 $517,000
Q2 2024

Jul 19, 2024
BUY
$159.21 - $168.37 $146,632 - $155,068
921 Added 47.04%
2,879 $472,000
Q1 2024

May 07, 2024
BUY
$153.84 - $169.37 $1,230 - $1,354
8 Added 0.41%
1,958 $331,000
Q4 2023

Jan 22, 2024
BUY
$133.66 - $158.41 $935 - $1,108
7 Added 0.36%
1,950 $307,000
Q3 2023

Nov 14, 2023
BUY
$141.04 - $155.0 $1,269 - $1,395
9 Added 0.47%
1,943 $275,000
Q2 2023

Jul 21, 2023
BUY
$139.61 - $149.64 $1,256 - $1,346
9 Added 0.47%
1,934 $289,000
Q1 2023

Apr 25, 2023
BUY
$137.35 - $154.96 $1,236 - $1,394
9 Added 0.47%
1,925 $278,000
Q4 2022

Jan 20, 2023
BUY
$128.02 - $149.03 $1,024 - $1,192
8 Added 0.42%
1,916 $0
Q3 2022

Nov 02, 2022
BUY
$127.28 - $152.39 $1,145 - $1,371
9 Added 0.47%
1,908 $243,000
Q2 2022

Jul 18, 2022
BUY
$130.84 - $158.96 $1,308 - $1,589
10 Added 0.53%
1,899 $255,000
Q1 2022

May 05, 2022
BUY
$148.26 - $164.2 $1,186 - $1,313
8 Added 0.43%
1,889 $298,000
Q4 2021

Mar 24, 2022
BUY
$150.88 - $163.01 $283,805 - $306,621
1,881 New
1,881 $306,000

Others Institutions Holding RSP

# of Institutions
2,049
Shares Held
276M
Call Options Held
7.35M
Put Options Held
15M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
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