A detailed history of United Advisor Group, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, United Advisor Group, LLC holds 2,023 shares of RSP stock, worth $375,327. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,023
Previous 1,678 20.56%
Holding current value
$375,327
Previous $275,000 31.64%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$162.83 - $179.16 $56,176 - $61,810
345 Added 20.56%
2,023 $362,000
Q2 2024

Aug 08, 2024

SELL
$159.21 - $168.37 $88,679 - $93,782
-557 Reduced 24.92%
1,678 $275,000
Q1 2024

May 14, 2024

BUY
$153.84 - $169.37 $140,609 - $154,804
914 Added 69.19%
2,235 $378,000
Q4 2023

Feb 15, 2024

BUY
$133.66 - $158.41 $176,564 - $209,259
1,321 New
1,321 $208,000

Others Institutions Holding RSP

About INVESCO S&P 500 EQUAL WEIGHT E


  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.