Shepherd Financial Partners LLC Invesco S&P 500 Equal Weight E Transaction History
Shepherd Financial Partners LLC
- $831 Million
- Q1 2025
A detailed history of Shepherd Financial Partners LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 63,357 shares of RSP stock, worth $10.6 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
63,357
Previous 186,634
66.05%
Holding current value
$10.6 Million
Previous $32.7 Million
66.44%
% of portfolio
1.32%
Previous 3.95%
Shares
21 transactions
Others Institutions Holding RSP
# of Institutions
2,110Shares Held
285MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$4.82 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$3.88 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.63 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.67 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.42 Billion2.36% of portfolio