Synergy Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 122,121 shares of SPHQ stock, worth $8.65 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
122,121
Previous 94,687 28.97%
Holding current value
$8.65 Million
Previous $6.35 Billion 27.65%
% of portfolio
3.38%
Previous 2.73%

Shares

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

Apr 29, 2025
BUY
$65.27 - $71.18 $1.79 Million - $1.95 Million
27,434 Added 28.97%
122,121 $8.1 Billion
Q4 2024

Feb 06, 2025
BUY
$65.67 - $69.79 $6.22 Million - $6.61 Million
94,687 New
94,687 $6.35 Billion

Others Institutions Holding SPHQ

# of Institutions
660
Shares Held
118M
Call Options Held
4.7K
Put Options Held
3.2K
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 Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, 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 Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email