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 $1.68 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,296

Previous 8,153 14.02%

Holding current value

$1.68 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

1,827

Shares Held

231M

Call Options Held

2.45M

Put Options Held

9.88M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

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