BT Wealth Management LLC RSP Holdings History
BT Wealth Management LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2022-06-30, BT Wealth Management LLC held 323,481.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $43.42 Mil. This investment constitutes 12.18% of their stock portfolio, and BT Wealth Management LLC now holds 0.15% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q3. And since then BT Wealth Management LLC has made 8 purchases of RSP, at an average price of $125.82, for a total of 323,481.00 shares. Based on historical transaction data and RSP's current price of $168.90, BT Wealth Management LLC's estimated gain on his RSP holdings is $13.94 Mil, reflecting a 34.24% gain to date.
BT Wealth Management LLC RSP ($168.90) Holding Chart
BT Wealth Management LLC RSP ($168.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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