Tandem Wealth Advisors LLC Invesco S&P 500 Equal Weight E Transaction History
Tandem Wealth Advisors LLC
- $196 Million
- Q2 2025
A detailed history of Tandem Wealth Advisors LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 71,863 shares of RSP stock, worth $13.7 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
71,863
Previous 60,893
18.02%
Holding current value
$13.7 Million
Previous $10.5 Million
23.81%
% of portfolio
6.67%
Previous 5.67%
Shares
11 transactions
Others Institutions Holding RSP
# of Institutions
2,184Shares Held
288MCall Options Held
4.49MPut Options Held
8.96M-
Morgan Stanley New York, NY32.7MShares$6.22 Billion0.4% of portfolio
-
Northwestern Mutual Wealth Management CO24.7MShares$4.69 Billion3.31% of portfolio
-
Bank Of America Corp Charlotte, NC22.5MShares$4.28 Billion0.31% of portfolio
-
Invesco Ltd. Atlanta, GA10.2MShares$1.94 Billion0.33% of portfolio
-
Texas Permanent School Fund Austin, TX9.19MShares$1.75 Billion18.04% of portfolio