Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,470 shares of SPHQ stock, worth $896,832. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,470
Previous 10,000 34.7%
Holding current value
$896,832
Previous $604 Million 41.66%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$57.33 - $65.34 $198,935 - $226,729
3,470 Added 34.7%
13,470 $856 Million
Q1 2024

Apr 15, 2024
SELL
$53.17 - $60.48 $191,412 - $217,728
-3,600 Reduced 26.47%
10,000 $604 Million
Q4 2023

Jan 16, 2024
BUY
$47.93 - $54.22 $651,848 - $737,392
13,600 New
13,600 $735 Million

Others Institutions Holding SPHQ

# of Institutions
521
Shares Held
118M
Call Options Held
4.1K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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