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

335

Shares Held

21.3M

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

$56.3 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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.