LWM
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Latko Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Latko Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,877
Closed -$679K – 29
2024
Q4 		$679K Buy
3,877
+489
+14% +$85.6K 0.4% 19
2024
Q3 		$607K Buy
+3,388
New +$607K 0.37% 19