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Compagnie Lombard Odier SCmA’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,854
Closed -$507K – 518
2024
Q4 		$500K Buy
+2,854
New +$516K 0.01% 177
2020
Q3 		– Sell
-200
Closed -$20K – 587
2020
Q2 		$20K Buy
+200
New +$19.3K ﹤0.01% 449
2018
Q3 		– Sell
-480
Closed -$49K – 610
2018
Q2 		$49K Buy
+480
New +$48.7K ﹤0.01% 439
2014
Q3 		– Sell
-800
Closed -$61K – 890
2014
Q2 		$61K Hold
800
– – ﹤0.01% 726
2014
Q1 		$58K Hold
800
– – ﹤0.01% 709
2013
Q4 		$57K Buy
+800
New +$54.7K ﹤0.01% 701

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return