Ci Private Wealth, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Ci Private Wealth, LLC holds 19,031 shares of SOXQ stock, worth $744,302. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,031
Previous 20,114 5.38%
Holding current value
$744,302
Previous $788,000 18.78%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$33.65 - $43.06 $36,442 - $46,633
-1,083 Reduced 5.38%
19,031 $640,000
Q4 2024

Feb 10, 2025
BUY
$38.02 - $42.79 $27,906 - $31,407
734 Added 3.79%
20,114 $788,000
Q3 2024

Nov 12, 2024
BUY
$34.84 - $46.54 $137,931 - $184,251
3,959 Added 25.67%
19,380 $789,000
Q2 2024

Aug 13, 2024
BUY
$33.89 - $45.47 $118,445 - $158,917
3,495 Added 29.31%
15,421 $664,000
Q1 2024

May 09, 2024
BUY
$30.8 - $40.71 $367,320 - $485,507
11,926 New
11,926 $460,000

Others Institutions Holding SOXQ

# of Institutions
91
Shares Held
2.37M
Call Options Held
10.1K
Put Options Held
4.2K
View Full List

About INVESCO ETF TR II INVESCO PHLX

SOXQ Quotes by TradingView
  • Ticker SOXQ
  • Sector ETFs
  • Industry ETFs
More about SOXQ
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