Total Wealth Planning & Management, Inc. Invesco S&P 500 Equal Weight E Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 1,566 shares of RSP stock, worth $286,358. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,566
Previous 1,566
-0.0%
Holding current value
$286,358
Previous $271 Million
4.91%
% of portfolio
0.23%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding RSP
# of Institutions
2,161Shares Held
287MCall Options Held
9.04MPut Options Held
18.3M-
Morgan Stanley New York, NY29.7MShares$5.44 Billion0.38% of portfolio
-
Northwestern Mutual Wealth Management CO23.6MShares$4.31 Billion3.36% of portfolio
-
Bank Of America Corp Charlotte, NC22.2MShares$4.06 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA11.2MShares$2.05 Billion0.39% of portfolio
-
Texas Permanent School Fund Austin, TX9.19MShares$1.68 Billion15.51% of portfolio