Dynamic Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History

Dynamic Wealth Strategies, LLC

  • $112 Million
  • Q4 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 124,459 shares of SPHQ stock, worth $8.23 Million. This represents 7.44% of its overall portfolio holdings.

Number of Shares
124,459
Previous 120,122 3.61%
Holding current value
$8.23 Million
Previous $8.08 Million 3.23%
% of portfolio
7.44%
Previous 6.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$65.67 - $69.79 $284,810 - $302,679
4,337 Added 3.61%
124,459 $8.34 Million
Q3 2024

Nov 13, 2024
SELL
$61.47 - $67.36 $280,794 - $307,700
-4,568 Reduced 3.66%
120,122 $8.08 Million
Q2 2024

Aug 15, 2024
SELL
$57.33 - $65.34 $206,903 - $235,812
-3,609 Reduced 2.81%
124,690 $7.92 Million
Q1 2024

May 15, 2024
SELL
$53.17 - $60.48 $235,436 - $267,805
-4,428 Reduced 3.34%
128,299 $7.75 Million
Q4 2023

Feb 13, 2024
BUY
$47.93 - $54.22 $6.36 Million - $7.2 Million
132,727 New
132,727 $7.18 Billion

Others Institutions Holding SPHQ

# of Institutions
629
Shares Held
111M
Call Options Held
5.3K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPHQ Quotes by TradingView
  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
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