Sanchez Wealth Management Group Invesco S&P 500 Equal Weight E Transaction History

Sanchez Wealth Management Group

$309 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$71.66 - $118.71 $6.56 Million - $10.9 Million	-91,507 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$103.92 - $115.93 $195,057 - $217,600	1,877 Added 2.09%	91,507 $10.6 Million
Q3 2019 Nov 08, 2019	BUY	$102.4 - $110.18 $570,368 - $613,702	5,570 Added 6.63%	89,630 $9.69 Million
Q2 2019 Jul 31, 2019	BUY	$100.69 - $108.19 $62,528 - $67,185	621 Added 0.74%	84,060 $9.06 Million
Q1 2019 May 06, 2019	BUY	$89.68 - $104.84 $51,027 - $59,653	569 Added 0.69%	83,439 $8.71 Million
Q4 2018 Feb 01, 2019	SELL	$86.19 - $106.81 $3 Million - $3.72 Million	-34,848 Reduced 29.6%	82,870 $7.57 Million
Q3 2018 Nov 13, 2018	SELL	$101.8 - $108.58 $8.82 Million - $9.4 Million	-86,614 Reduced 42.39%	117,718 $12.6 Million
Q2 2018 Aug 14, 2018	BUY	$97.3 - $104.54 $19.9 Million - $21.4 Million	204,332 New	204,332 $20.8 Million

Others Institutions Holding RSP

# of Institutions

1,839

Shares Held

233M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.72 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$3.87 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.32 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.35 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.33 Billion
0.27% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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