Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
107,129
-
Share change
-
-49,679
-
Total reported value
-
$15,174,000
-
Price per share
-
$141.62
-
Number of holders
-
7
-
Value change
-
-$6,320,892
-
Number of buys
-
3
-
Number of sells
-
5
Institutional Holders of INVSC S P 500 EQUAL WEIGHT ETF - COM (RSP) as of Q1 2021
As of 31 Mar 2021,
INVSC S P 500 EQUAL WEIGHT ETF - COM (RSP) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
107,129 shares.
The largest 7 holders included
Retirement Income Solutions, Inc, Lester Murray Antman dba SimplyRich, Colorado Capital Management, Inc., Baldwin Investment Management, LLC, Friedenthal Financial, Greenwich Wealth Management LLC, and Lenox Wealth Advisors, LLC.
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.