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

Sar Wealth Management Group, LLC

$149 Billion
Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 86,710 shares of RSP stock, worth $15.4 Million. This represents 10.07% of its overall portfolio holdings.

Number of Shares

86,710

Previous 84,925 2.1%

Holding current value

$15.4 Million

Previous $14.9 Billion 0.94%

% of portfolio

10.07%

Previous 9.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$169.43 - $182.84 $302,432 - $326,369	1,785 Added 2.1%	86,710 $15 Billion
Q4 2024 Jan 15, 2025	SELL	$174.22 - $187.62 $4,355 - $4,690	-25 Reduced 0.03%	84,925 $14.9 Billion
Q3 2024 Oct 17, 2024	BUY	$162.83 - $179.16 $111,212 - $122,366	683 Added 0.81%	84,950 $15.2 Billion
Q2 2024 Jul 15, 2024	BUY	$159.21 - $168.37 $9.16 Million - $9.69 Million	57,534 Added 215.22%	84,267 $13.8 Billion
Q1 2024 Apr 15, 2024	BUY	$153.84 - $169.37 $935,654 - $1.03 Million	6,082 Added 29.45%	26,733 $4.53 Billion
Q4 2023 Feb 12, 2024	BUY	$133.66 - $158.41 $2.76 Million - $3.27 Million	20,651 New	20,651 $3.26 Billion

Others Institutions Holding RSP

# of Institutions

2,140

Shares Held

291M

Call Options Held

9.04M

Put Options Held

18.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Sar Wealth Management Group, LLC Invesco S&P 500 Equal Weight E Transaction History