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

Montz Harcus Wealth Management LLC

  • $146 Million
  • Q1 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 1,958 shares of RSP stock, worth $321,112. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,958
Previous 1,950 0.41%
Holding current value
$321,112
Previous $307,000 7.82%
% of portfolio
0.23%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$137.24 - $149.03 $1,097 - $1,192
8 Added 0.42%
1,916 $0
Q3 2022

Nov 02, 2022
BUY
$130.48 - $152.39 $1,174 - $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
1,667
Shares Held
206M
Call Options Held
4.2M
Put Options Held
8.05M
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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