Gladstone Institutional Advisory LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 24,186 shares of SOXQ stock, worth $957,040. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,186
Previous 95,461 74.66%
Holding current value
$957,040
Previous $4.11 Million 76.05%
% of portfolio
0.05%
Previous 0.22%

Shares

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

Oct 28, 2024
SELL
$34.84 - $46.54 $2.48 Million - $3.32 Million
-71,275 Reduced 74.66%
24,186 $985,000
Q2 2024

Aug 02, 2024
SELL
$33.89 - $45.47 $75,201 - $100,897
-2,219 Reduced 2.27%
95,461 $4.11 Million
Q1 2024

May 14, 2024
BUY
$30.8 - $40.71 $3.01 Million - $3.98 Million
97,680 New
97,680 $3.77 Million

Others Institutions Holding SOXQ

# of Institutions
89
Shares Held
2.44M
Call Options Held
11K
Put Options Held
11.3K
View Full List

About INVESCO ETF TR II INVESCO PHLX

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