Appleton Partners Inc Invesco ETF Tr Ii S&P 500 High Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	$36.52 - $41.87 $184,791 - $211,862	-5,060 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	$38.79 - $41.05 $196,277 - $207,713	5,060 New	5,060 $208,000

Others Institutions Holding SPHD

# of Institutions

363

Shares Held

22.3M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$143 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$94.3 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$55 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$54.6 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$49.8 Million
0.11% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

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