Walled Lake Planning & Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 60,843 shares of RSP stock, worth $11.4 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares
60,843
Previous 58,623 3.79%
Holding current value
$11.4 Million
Previous $10.2 Million 8.88%
% of portfolio
4.31%
Previous 3.94%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$152.93 - $181.74 $339,504 - $403,462
2,220 Added 3.79%
60,843 $11.1 Million
Q1 2025

May 07, 2025
BUY
$169.43 - $182.84 $502,529 - $542,303
2,966 Added 5.33%
58,623 $10.2 Million
Q4 2024

Feb 12, 2025
BUY
$174.22 - $187.62 $510,987 - $550,289
2,933 Added 5.56%
55,657 $9.75 Million
Q3 2024

Nov 14, 2024
BUY
$162.83 - $179.16 $8.59 Million - $9.45 Million
52,724 New
52,724 $9.45 Million
Q3 2021

Nov 15, 2021
SELL
$146.61 - $157.39 $71,105 - $76,334
-485 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$143.08 - $152.26 $286 - $304
2 Added 0.41%
485 $73,000
Q1 2021

May 17, 2021
BUY
$125.7 - $142.8 $55,182 - $62,689
439 Added 997.73%
483 $68,000
Q4 2020

Feb 19, 2021
SELL
$106.78 - $127.54 $4,805 - $5,739
-45 Reduced 50.56%
44 $6,000
Q3 2020

Nov 13, 2020
BUY
$100.38 - $113.96 $100 - $113
1 Added 1.14%
89 $10,000
Q1 2020

May 15, 2020
BUY
$71.66 - $118.71 $6,306 - $10,446
88 New
88 $7,000

Others Institutions Holding RSP

# of Institutions
2,183
Shares Held
288M
Call Options Held
4.49M
Put Options Held
8.93M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

RSP Quotes by TradingView
  • Ticker RSP
  • Sector ETFs
  • Industry ETFs
More about RSP
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