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 128,299 shares of SPHQ stock, worth $8.19 Million. This represents 6.62% of its overall portfolio holdings.

Number of Shares
128,299
Previous 132,727 3.34%
Holding current value
$8.19 Million
Previous $7.18 Billion 99.89%
% of portfolio
6.62%
Previous 6.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO EXCHANGE-TRADED FD TR


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

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.