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

Atticus Wealth Management, LLC

  • $294 Million
  • Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 1,207 shares of SPHD stock, worth $58,768. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,207
Previous 1,197 0.84%
Holding current value
$58,768
Previous $60,000 3.33%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$47.77 - $51.75 $477 - $517
10 Added 0.84%
1,207 $58,000
Q3 2024

Oct 15, 2024
BUY
$44.07 - $50.57 $52,751 - $60,532
1,197 New
1,197 $60,000
Q3 2023

Nov 15, 2023
SELL
$39.08 - $42.63 $8,714 - $9,506
-223 Reduced 51.5%
210 $8,000
Q2 2023

Jul 20, 2023
SELL
$39.2 - $42.8 $198,077 - $216,268
-5,053 Reduced 92.11%
433 $17,000
Q1 2023

Apr 17, 2023
BUY
$39.67 - $46.11 $217,629 - $252,959
5,486 New
5,486 $231,000

Others Institutions Holding SPHD

# of Institutions
373
Shares Held
22.8M
Call Options Held
87.1K
Put Options Held
14.3K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

SPHD Quotes by TradingView
  • Ticker SPHD
  • Sector ETFs
  • Industry ETFs
More about SPHD
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