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 $59,939. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,207
Previous 1,197 0.84%
Holding current value
$59,939
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
389
Shares Held
24.2M
Call Options Held
47.6K
Put Options Held
19.1K
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
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth 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 Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email