Steel Peak Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 5,860 shares of RSP stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,860
Previous 5,030 16.5%
Holding current value
$1.09 Million
Previous $826,000 27.0%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 25, 2024
BUY
$162.83 - $179.16 $135,148 - $148,702
830 Added 16.5%
5,860 $1.05 Million
Q2 2024

Jul 16, 2024
BUY
$159.21 - $168.37 $32,160 - $34,010
202 Added 4.18%
5,030 $826,000
Q1 2024

Apr 17, 2024
BUY
$153.84 - $169.37 $200,453 - $220,689
1,303 Added 36.96%
4,828 $817,000
Q4 2023

Jan 23, 2024
SELL
$133.66 - $158.41 $97,705 - $115,797
-731 Reduced 17.18%
3,525 $556,000
Q3 2023

Nov 02, 2023
SELL
$141.04 - $155.0 $88,573 - $97,340
-628 Reduced 12.86%
4,256 $603,000
Q2 2023

Aug 02, 2023
BUY
$139.61 - $149.64 $200,479 - $214,883
1,436 Added 41.65%
4,884 $730,000
Q1 2023

May 05, 2023
BUY
$137.35 - $154.96 $13,735 - $15,496
100 Added 2.99%
3,448 $498,000
Q3 2021

Nov 15, 2021
BUY
$146.61 - $157.39 $8,356 - $8,971
57 Added 1.73%
3,348 $502,000
Q2 2021

Aug 13, 2021
SELL
$143.08 - $152.26 $19,172 - $20,402
-134 Reduced 3.91%
3,291 $496,000
Q1 2021

May 18, 2021
BUY
$125.7 - $142.8 $103,451 - $117,524
823 Added 31.63%
3,425 $485,000
Q4 2020

Feb 04, 2021
BUY
$106.78 - $127.54 $277,841 - $331,859
2,602 New
2,602 $332,000

Others Institutions Holding RSP

# of Institutions
1,832
Shares Held
232M
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 Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email