Sax Wealth Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,038 shares of RSP stock, worth $731,160. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,038
Previous 2,324 73.75%
Holding current value
$731,160
Previous $381,000 89.76%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Oct 17, 2024
BUY
$162.83 - $179.16 $279,090 - $307,080
1,714 Added 73.75%
4,038 $723,000
Q2 2024

Jul 12, 2024
BUY
$159.21 - $168.37 $370,004 - $391,291
2,324 New
2,324 $381,000

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

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

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email