Roger Wittlin Investment Advisory, LLC Invesco S&P 500 Equal Weight E Transaction History

Roger Wittlin Investment Advisory, LLC

  • $154 Million
  • Q2 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 18,711 shares of RSP stock, worth $3.19 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
18,711
Previous 22,783 17.87%
Holding current value
$3.19 Million
Previous $3.86 Million 20.35%
% of portfolio
2.0%
Previous 2.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$159.21 - $168.37 $648,303 - $685,602
-4,072 Reduced 17.87%
18,711 $3.07 Million
Q1 2024

May 02, 2024
SELL
$153.84 - $169.37 $241,528 - $265,910
-1,570 Reduced 6.45%
22,783 $3.86 Million
Q4 2023

Jan 23, 2024
BUY
$133.66 - $158.41 $3.26 Million - $3.86 Million
24,353 New
24,353 $3.84 Million

Others Institutions Holding RSP

# of Institutions
1,721
Shares Held
227M
Call Options Held
4.59M
Put Options Held
6.29M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email