Schneider Downs Wealth Management Advisors, LP Invesco S&P 500 Equal Weight E Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 26, 2021	BUY	$125.7 - $142.8 $190,435 - $216,342	1,515 New	1,515 $215,000
Q4 2018 Jan 31, 2019	SELL	$86.19 - $106.81 $288,650 - $357,706	-3,349 Closed	0 $0
Q2 2018 Jul 24, 2018	BUY	$97.3 - $104.54 $325,857 - $350,104	3,349 New	3,349 $341,000

Others Institutions Holding RSP

# of Institutions

1,827

Shares Held

231M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.93 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.05 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.47 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.41 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.39 Billion
0.27% of portfolio

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Account