Blue Bell Private Wealth Management, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Blue Bell Private Wealth Management, LLC

$460 Million
Q2 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,261 shares of SOXQ stock, worth $49,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,261

Previous 1,245 1.29%

Holding current value

$49,859

Previous $48,000 12.5%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$33.89 - $45.47 $542 - $727	16 Added 1.29%	1,261 $54,000
Q1 2024 Apr 24, 2024	BUY	$30.8 - $40.71 $831 - $1,099	27 Added 2.22%	1,245 $48,000
Q3 2023 Oct 30, 2023	BUY	$26.23 - $30.44 $918 - $1,065	35 Added 2.96%	1,218 $32,000
Q4 2022 Feb 03, 2023	BUY	$16.99 - $22.32 $15,290 - $20,088	900 Added 318.02%	1,183 $23,000
Q3 2022 Nov 08, 2022	BUY	$18.19 - $24.26 $2,346 - $3,129	129 Added 83.77%	283 $5,000
Q2 2022 Aug 02, 2022	BUY	$20.15 - $26.98 $3,103 - $4,154	154 New	154 $3,000

Others Institutions Holding SOXQ

# of Institutions

Shares Held

2.62M

Call Options Held

4.2K

Put Options Held

6.7K

View Full List

About INVESCO ETF TR II INVESCO PHLX

Ticker SOXQ
Sector ETFs
Industry ETFs

More about SOXQ

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Blue Bell Private Wealth Management, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History