Monument Group Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Monument Group Wealth Advisors, LLC

$166 Billion
Q3 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,499 shares of RSP stock, worth $278,109. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,499

Previous 1,494 0.33%

Holding current value

$278,109

Previous $245 Million 9.48%

% of portfolio

0.16%

Previous 0.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$162.83 - $179.16 $814 - $895	5 Added 0.33%	1,499 $269 Million
Q2 2024 Aug 06, 2024	BUY	$159.21 - $168.37 $955 - $1,010	6 Added 0.4%	1,494 $245 Million
Q1 2024 May 07, 2024	BUY	$153.84 - $169.37 $1,076 - $1,185	7 Added 0.47%	1,488 $252 Million
Q4 2023 Feb 01, 2024	BUY	$133.66 - $158.41 $197,950 - $234,605	1,481 New	1,481 $234 Million

Others Institutions Holding RSP

# of Institutions

1,828

Shares Held

231M

Call Options Held

2.45M

Put Options Held

9.88M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Account

Monument Group Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History