Up Strategic Wealth Investment Advisors LLC Invesco S&P 500 Equal Weight E Transaction History
Up Strategic Wealth Investment Advisors LLC
- $133 Billion
- Q3 2025
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 5,667 shares of RSP stock, worth $1.06 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
5,667
Previous 5,667
-0.0%
Holding current value
$1.06 Million
Previous $1.03 Billion
3.91%
% of portfolio
0.8%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding RSP
# of Institutions
2,226Shares Held
281MCall Options Held
11.5MPut Options Held
15.1M-
Morgan Stanley New York, NY29.1MShares$5.44 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO25.3MShares$4.74 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC21MShares$3.94 Billion0.28% of portfolio
-
Invesco Ltd. Atlanta, GA9.7MShares$1.82 Billion0.31% of portfolio
-
Texas Permanent School Fund Austin, TX9.19MShares$1.72 Billion85.97% of portfolio