National Wealth Management Group, LLC Invesco S&P 500 Equal Weight E Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,342 shares of RSP stock, worth $991,101. This represents 0.65% of its overall portfolio holdings.

Number of Shares

5,342

Previous 2,386 123.89%

Holding current value

$991,101

Previous $392 Million 144.17%

% of portfolio

0.65%

Previous 0.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$162.83 - $179.16 $481,325 - $529,596	2,956 Added 123.89%	5,342 $957 Million
Q2 2024 Aug 09, 2024	SELL	$159.21 - $168.37 $57,156 - $60,444	-359 Reduced 13.08%	2,386 $392 Million
Q1 2024 May 17, 2024	SELL	$153.84 - $169.37 $44,921 - $49,456	-292 Reduced 9.61%	2,745 $465 Million
Q4 2023 Feb 01, 2024	BUY	$133.66 - $158.41 $405,925 - $481,091	3,037 New	3,037 $479 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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Invesco S&P 500 Equal Weight E Transaction History