Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,523 shares of SPGP stock, worth $369,245. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,523

Previous 3,168 11.21%

Holding current value

$369,245

Previous $332 Million 11.43%

% of portfolio

0.17%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$103.6 - $112.52 $36,778 - $39,944	355 Added 11.21%	3,523 $369 Million
Q3 2024 Oct 11, 2024	BUY	$96.3 - $106.49 $51,327 - $56,759	533 Added 20.23%	3,168 $332 Million
Q2 2024 Aug 05, 2024	BUY	$99.32 - $106.72 $16,387 - $17,608	165 Added 6.68%	2,635 $271 Million
Q1 2024 Apr 18, 2024	SELL	$94.23 - $106.49 $35,430 - $40,040	-376 Reduced 13.21%	2,470 $248 Million
Q4 2023 Feb 07, 2024	BUY	$86.55 - $99.14 $13,155 - $15,069	152 Added 5.64%	2,846 $279 Million
Q3 2023 Nov 14, 2023	BUY	$89.0 - $96.18 $239,766 - $259,108	2,694 New	2,694 $246 Million
Q1 2023 Oct 30, 2023	BUY	$81.44 - $92.77 $361,837 - $412,177	4,443 New	4,443 $374 Million

Others Institutions Holding SPGP

# of Institutions

357

Shares Held

28.1M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
Sector ETFs
Industry ETFs

More about SPGP

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Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History