Shepherd Financial Partners LLC Invesco S&P 500 Equal Weight E Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
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 233,564 shares of RSP stock, worth $38.2 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
233,564
Previous 232,038
0.66%
Holding current value
$38.2 Million
Previous $36.6 Million
8.04%
% of portfolio
5.2%
Previous 5.22%
Shares
17 transactions
Others Institutions Holding RSP
# of Institutions
1,665Shares Held
206MCall Options Held
4.2MPut Options Held
8.05M-
Morgan Stanley New York, NY24.7MShares$4.04 Billion0.34% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.13 Billion0.31% of portfolio
-
Goldman Sachs Group Inc New York, NY7.92MShares$1.3 Billion0.24% of portfolio
-
Truist Financial Corp7.35MShares$1.2 Billion1.91% of portfolio
-
Jpmorgan Chase & CO New York, NY7.09MShares$1.16 Billion0.11% of portfolio