Total Wealth Planning & Management, Inc. Invesco S&P 500 Equal Weight E Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 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 $262,226. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,566
Previous 1,586
1.26%
Holding current value
$262,226
Previous $278 Million
2.39%
% of portfolio
0.26%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding RSP
# of Institutions
2,110Shares Held
285MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$4.82 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$3.88 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.63 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.67 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.42 Billion2.36% of portfolio