Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 12,740 shares of SPHQ stock, worth $851,541. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,740
Previous 13,635 6.56%
Holding current value
$851,541
Previous $866 Million 1.01%
% of portfolio
0.38%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$61.47 - $67.36 $55,015 - $60,287
-895 Reduced 6.56%
12,740 $857 Million
Q2 2024

Aug 13, 2024
BUY
$57.33 - $65.34 $458 - $522
8 Added 0.06%
13,635 $866 Million
Q1 2024

May 13, 2024
BUY
$53.17 - $60.48 $478 - $544
9 Added 0.07%
13,627 $816 Million
Q4 2023

Feb 06, 2024
BUY
$47.93 - $54.22 $652,710 - $738,367
13,618 New
13,618 $736 Million

Others Institutions Holding SPHQ

# of Institutions
564
Shares Held
123M
Call Options Held
6.9K
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
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email