Affinity Wealth Management LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Affinity Wealth Management LLC

$509 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$42.25 - $49.24 $16.6 Million - $19.4 Million	393,636 New	393,636 $17.3 Million

Others Institutions Holding SPHD

# of Institutions

352

Shares Held

21.9M

Call Options Held

70.8K

Put Options Held

7.5K

Morgan Stanley New York, NY

2.4M
Shares

$120 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$105 Million
0.98% of portfolio
Lpl Financial LLC Fort Mill, SC

1.88M
Shares

$94.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.17M
Shares

$58.5 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.12M
Shares

$56.2 Million
0.01% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

More about SPHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Affinity Wealth Management LLC with notifications on news.