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

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,412 shares of RSP stock, worth $651,589. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,412
Previous 3,457 1.3%
Holding current value
$651,589
Previous $628,000 3.03%
% of portfolio
0.11%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
SELL
$181.56 - $190.33 $8,170 - $8,564
-45 Reduced 1.3%
3,412 $647,000
Q2 2025

Sep 29, 2025
SELL
$152.93 - $181.74 $2.68 Million - $3.19 Million
-17,535 Reduced 83.53%
3,457 $628,000
Q1 2025

May 14, 2025
SELL
$169.43 - $182.84 $13,384 - $14,444
-79 Reduced 0.37%
20,992 $3.64 Million
Q4 2024

Feb 13, 2025
SELL
$174.22 - $187.62 $106,796 - $115,011
-613 Reduced 2.83%
21,071 $3.69 Million
Q3 2024

Nov 13, 2024
SELL
$162.83 - $179.16 $3,745 - $4,120
-23 Reduced 0.11%
21,684 $3.88 Million
Q1 2024

May 02, 2024
SELL
$153.84 - $169.37 $11,999 - $13,210
-78 Reduced 0.36%
21,707 $3.68 Million
Q1 2023

Apr 10, 2023
SELL
$137.35 - $154.96 $27,057 - $30,527
-197 Reduced 0.9%
21,785 $3.15 Million
Q4 2022

Jan 17, 2023
BUY
$128.02 - $149.03 $2.81 Million - $3.28 Million
21,982 New
21,982 $0

Others Institutions Holding RSP

# of Institutions
2,183
Shares Held
288M
Call Options Held
4.49M
Put Options Held
8.96M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
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