Personal Cfo Solutions, LLC Invesco S&P 500 Equal Weight E Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 28,007 shares of RSP stock, worth $5.07 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

28,007

Previous 27,632 1.36%

Holding current value

$5.07 Million

Previous $4.54 Million 10.53%

% of portfolio

0.71%

Previous 0.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$162.83 - $179.16 $61,061 - $67,185	375 Added 1.36%	28,007 $5.02 Million
Q2 2024 Aug 09, 2024	BUY	$159.21 - $168.37 $283,075 - $299,361	1,778 Added 6.88%	27,632 $4.54 Million
Q1 2024 May 13, 2024	BUY	$153.84 - $169.37 $3.41 Million - $3.75 Million	22,138 Added 595.75%	25,854 $4.38 Million
Q4 2023 Feb 13, 2024	SELL	$133.66 - $158.41 $381,198 - $451,785	-2,852 Reduced 43.42%	3,716 $586,000
Q3 2023 Nov 13, 2023	BUY	$141.04 - $155.0 $926,350 - $1.02 Million	6,568 New	6,568 $930,000

Others Institutions Holding RSP

# of Institutions

1,827

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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

Personal Cfo Solutions, LLC Invesco S&P 500 Equal Weight E Transaction History