Bison Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

A detailed history of Bison Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bison Wealth, LLC holds 3,268 shares of SPHQ stock, worth $221,897. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,268

Holding current value

$221,897

% of portfolio

0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$61.47 - $67.36 $200,883 - $220,132	3,268 New	3,268 $219,000
Q3 2021 Nov 03, 2021	SELL	$48.36 - $51.19 $5,948 - $6,296	-123 Closed	0 $0
Q2 2021 Aug 02, 2021	SELL	$44.72 - $48.6 $2,280 - $2,478	-51 Reduced 29.31%	123 $6,000
Q4 2020 Feb 11, 2021	BUY	$37.11 - $42.11 $6,457 - $7,327	174 New	174 $7,000

Others Institutions Holding SPHQ

# of Institutions

564

Shares Held

123M

Call Options Held

6.9K

Put Options Held

First Command Advisory Services, Inc.

12.3M
Shares

$836 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$825 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$532 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$526 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$494 Million
11.31% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

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