A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,472 shares of SPHD stock, worth $370,237. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,472
Previous 7,520 0.64%
Holding current value
$370,237
Previous $334 Million 13.1%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$44.07 - $50.57 $2,115 - $2,427
-48 Reduced 0.64%
7,472 $378 Million
Q2 2024

Jul 30, 2024

BUY
$42.08 - $45.43 $37,072 - $40,023
881 Added 13.27%
7,520 $334 Million
Q1 2024

May 07, 2024

SELL
$41.15 - $44.4 $7,448 - $8,036
-181 Reduced 2.65%
6,639 $295 Million
Q4 2023

Apr 15, 2024

BUY
$37.32 - $42.67 $254,522 - $291,009
6,820 New
6,820 $289 Million

Others Institutions Holding SPHD

About INVESCO ETF TR II S&P 500 HIGH


  • Ticker SPHD
  • Sector ETFs
  • Industry ETFs
More about SPHD
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.