Avidian Wealth Solutions, LLC Invesco Exchange Traded Fd Tr Transaction History

Avidian Wealth Solutions, LLC

$2.33 Billion
Q2 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 12,607 shares of SPHQ stock, worth $841,265. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,607

Previous 16,467 23.44%

Holding current value

$841,265

Previous $994,000 19.42%

% of portfolio

0.03%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$57.33 - $65.34 $221,293 - $252,212	-3,860 Reduced 23.44%	12,607 $801,000
Q1 2024 May 03, 2024	SELL	$53.17 - $60.48 $112,773 - $128,278	-2,121 Reduced 11.41%	16,467 $994,000
Q4 2023 Feb 06, 2024	SELL	$47.93 - $54.22 $283,889 - $321,145	-5,923 Reduced 24.16%	18,588 $1.01 Million
Q3 2023 Oct 13, 2023	SELL	$49.63 - $52.55 $116,134 - $122,967	-2,340 Reduced 8.71%	24,511 $1.23 Million
Q2 2023 Aug 03, 2023	SELL	$46.8 - $50.45 $70,106 - $75,574	-1,498 Reduced 5.28%	26,851 $1.35 Million
Q1 2023 May 08, 2023	BUY	$43.64 - $47.32 $281,739 - $305,497	6,456 Added 29.49%	28,349 $1.34 Million
Q4 2022 Feb 06, 2023	BUY	$40.0 - $46.54 $9,160 - $10,657	229 Added 1.06%	21,893 $963,000
Q3 2022 Nov 03, 2022	SELL	$39.74 - $47.08 $6,398 - $7,579	-161 Reduced 0.74%	21,664 $861,000
Q2 2022 Jul 29, 2022	BUY	$41.15 - $50.23 $898,098 - $1.1 Million	21,825 New	21,825 $917,000

Others Institutions Holding SPHQ

# of Institutions

519

Shares Held

118M

Call Options Held

4.1K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Invesco Exchange Traded Fd Tr Transaction History