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

Walled Lake Planning & Wealth Management, LLC

$245 Million
Q4 2024

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 55,657 shares of RSP stock, worth $9.96 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

55,657

Previous 52,724 5.56%

Holding current value

$9.96 Million

Previous $9.45 Million 3.24%

% of portfolio

3.98%

Previous 3.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,065

Shares Held

283M

Call Options Held

8.9M

Put Options Held

17.2M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

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