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

True Wealth Advisors, LLC

$249 Million
Q2 2024

A detailed history of True Wealth Advisors, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, True Wealth Advisors, LLC holds 17,401 shares of RSP stock, worth $3.11 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

17,401

Previous 15,313 13.64%

Holding current value

$3.11 Million

Previous $2.59 Million 10.22%

% of portfolio

1.15%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$159.21 - $168.37 $332,430 - $351,556	2,088 Added 13.64%	17,401 $2.86 Million
Q1 2024 Apr 23, 2024	BUY	$153.84 - $169.37 $798,891 - $879,538	5,193 Added 51.31%	15,313 $2.59 Million
Q4 2023 Feb 08, 2024	BUY	$133.66 - $158.41 $26,464 - $31,365	198 Added 2.0%	10,120 $1.6 Million
Q3 2023 Nov 07, 2023	SELL	$141.04 - $155.0 $2 Million - $2.2 Million	-14,176 Reduced 58.83%	9,922 $1.41 Million
Q2 2023 Jul 31, 2023	BUY	$139.61 - $149.64 $1.28 Million - $1.37 Million	9,150 Added 61.21%	24,098 $3.61 Million
Q1 2023 Apr 19, 2023	BUY	$137.35 - $154.96 $2.05 Million - $2.32 Million	14,948 New	14,948 $2.16 Million

Others Institutions Holding RSP

# of Institutions

1,724

Shares Held

227M

Call Options Held

4.59M

Put Options Held

6.29M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

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