Core Wealth Advisors, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$42.25 - $49.24 $12,337 - $14,378	292 New	292 $13,000

Others Institutions Holding SPHD

# of Institutions

361

Shares Held

22.3M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$146 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$96.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$56.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$55.9 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$51 Million
0.11% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

More about SPHD

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