Rooted Wealth Advisors, Inc. Invesco S&P 500 Equal Weight E Transaction History

Rooted Wealth Advisors, Inc.

  • $224 Million
  • Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 4,908 shares of RSP stock, worth $873,035. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,908
Previous 5,222 6.01%
Holding current value
$873,035
Previous $885,000 1.69%
% of portfolio
0.39%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$162.83 - $179.16 $51,128 - $56,256
-314 Reduced 6.01%
4,908 $870,000
Q2 2024

Jul 25, 2024
BUY
$159.21 - $168.37 $31,045 - $32,832
195 Added 3.88%
5,222 $885,000
Q1 2024

Apr 17, 2024
BUY
$153.84 - $169.37 $33,383 - $36,753
217 Added 4.51%
5,027 $839,000
Q4 2023

Feb 07, 2024
BUY
$133.66 - $158.41 $642,904 - $761,952
4,810 New
4,810 $759,000

Others Institutions Holding RSP

# of Institutions
1,833
Shares Held
233M
Call Options Held
2.45M
Put Options Held
9.88M
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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