A detailed history of Traphagen Investment Advisors LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 5,733 shares of SOXQ stock, worth $226,854. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,733
Previous 5,724 0.16%
Holding current value
$226,854
Previous $246,000 5.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2024

BUY
$34.84 - $46.54 $313 - $418
9 Added 0.16%
5,733 $233,000
Q2 2024

Jul 23, 2024

SELL
$33.89 - $45.47 $22,028 - $29,555
-650 Reduced 10.2%
5,724 $246,000
Q1 2024

May 15, 2024

BUY
$30.8 - $40.71 $196,319 - $259,485
6,374 New
6,374 $246 Million

Others Institutions Holding SOXQ

About INVESCO ETF TR II INVESCO PHLX


  • Ticker SOXQ
  • Sector ETFs
  • Industry ETFs
More about SOXQ
Track This Portfolio

Track Traphagen Investment Advisors LLC Portfolio

Follow Traphagen Investment Advisors 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 Traphagen Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traphagen Investment Advisors LLC with notifications on news.