Wealth Plan Partners, LLC Invesco S&P 500 Equal Weight E Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 9,296 shares of RSP stock, worth $1.64 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,296

Previous 8,153 14.02%

Holding current value

$1.64 Million

Previous $1.34 Billion 24.34%

% of portfolio

0.22%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$162.83 - $179.16 $186,114 - $204,779	1,143 Added 14.02%	9,296 $1.67 Billion
Q2 2024 Aug 09, 2024	SELL	$159.21 - $168.37 $3.43 Million - $3.63 Million	-21,558 Reduced 72.56%	8,153 $1.34 Billion
Q1 2024 May 07, 2024	BUY	$153.84 - $169.37 $261,681 - $288,098	1,701 Added 6.07%	29,711 $5.03 Billion
Q4 2023 Jan 05, 2024	BUY	$133.66 - $158.41 $1.57 Million - $1.86 Million	11,759 Added 72.36%	28,010 $4.42 Billion
Q3 2023 Nov 01, 2023	BUY	$141.04 - $155.0 $124,961 - $137,330	886 Added 5.77%	16,251 $2.3 Billion
Q2 2023 Jul 31, 2023	SELL	$139.61 - $149.64 $163,064 - $174,779	-1,168 Reduced 7.06%	15,365 $2.3 Billion
Q1 2023 May 10, 2023	BUY	$137.35 - $154.96 $86,667 - $97,779	631 Added 3.97%	16,533 $2.39 Billion
Q4 2022 Feb 16, 2023	BUY	$128.02 - $149.03 $873,352 - $1.02 Million	6,822 Added 75.13%	15,902 $2.42 Billion
Q1 2022 May 03, 2022	BUY	$148.26 - $164.2 $93,848 - $103,938	633 Added 7.49%	9,080 $1.34 Million
Q4 2021 Feb 01, 2022	BUY	$150.88 - $163.01 $285,766 - $308,740	1,894 Added 28.9%	8,447 $1.32 Million
Q3 2021 Dec 09, 2021	BUY	$146.61 - $157.39 $24,044 - $25,811	164 Added 2.57%	6,553 $981,000
Q2 2021 Aug 19, 2021	BUY	$143.08 - $152.26 $84,846 - $90,290	593 Added 10.23%	6,389 $993,000
Q1 2021 May 11, 2021	BUY	$125.7 - $142.8 $446,989 - $507,796	3,556 Added 158.75%	5,796 $863,000
Q2 2020 Aug 19, 2020	SELL	$79.83 - $113.09 $72,645 - $102,911	-910 Reduced 28.89%	2,240 $248,000
Q1 2020 May 15, 2020	BUY	$71.66 - $118.71 $225,729 - $373,936	3,150 New	3,150 $287,000

Others Institutions Holding RSP

# of Institutions

1,833

Shares Held

233M

Call Options Held

2.45M

Put Options Held

9.88M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Wealth Plan Partners, LLC Invesco S&P 500 Equal Weight E Transaction History