Tandem Wealth Advisors LLC Invesco S&P 500 Equal Weight E Transaction History

Tandem Wealth Advisors LLC

$182 Million
Q1 2024

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 55,553 shares of RSP stock, worth $9.43 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares

55,553

Previous 45,517 22.05%

Holding current value

$9.43 Million

Previous $7.18 Million 31.01%

% of portfolio

5.16%

Previous 4.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$153.84 - $169.37 $1.54 Million - $1.7 Million	10,036 Added 22.05%	55,553 $9.41 Million
Q4 2023 Jan 17, 2024	SELL	$133.66 - $158.41 $140,877 - $166,964	-1,054 Reduced 2.26%	45,517 $7.18 Million
Q3 2023 Oct 27, 2023	BUY	$141.04 - $155.0 $216,778 - $238,235	1,537 Added 3.41%	46,571 $6.6 Million
Q2 2023 Aug 16, 2023	SELL	$139.61 - $149.64 $7,259 - $7,781	-52 Reduced 0.12%	45,034 $6.73 Billion
Q1 2023 Jul 07, 2023	BUY	$137.35 - $154.96 $5.12 Million - $5.78 Million	37,296 Added 478.77%	45,086 $6.52 Billion

Q4 2022 Feb 23, 2023	BUY	$137.24 - $149.03 $1.07 Million - $1.16 Million	7,790 New	7,790 $1.1 Billion

Others Institutions Holding RSP

# of Institutions

1,682

Shares Held

207M

Call Options Held

4.2M

Put Options Held

8.05M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

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Tandem Wealth Advisors LLC Invesco S&P 500 Equal Weight E Transaction History