Global Retirement Partners, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Global Retirement Partners, LLC holds 7,973 shares of SOXQ stock, worth $269,009. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,973

Previous 8,403 5.12%

Holding current value

$269,009

Previous $342,000 8.77%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$38.02 - $42.79 $16,348 - $18,399	-430 Reduced 5.12%	7,973 $312,000
Q3 2024 Oct 16, 2024	BUY	$34.84 - $46.54 $47,695 - $63,713	1,369 Added 19.46%	8,403 $342,000
Q2 2024 Jul 23, 2024	BUY	$33.89 - $45.47 $22,130 - $29,691	653 Added 10.23%	7,034 $303,000
Q1 2024 Apr 23, 2024	BUY	$30.8 - $40.71 $56,548 - $74,743	1,836 Added 40.4%	6,381 $246,000
Q4 2023 Jan 18, 2024	BUY	$25.07 - $33.23 $38,532 - $51,074	1,537 Added 51.1%	4,545 $149,000
Q3 2023 Oct 13, 2023	SELL	$26.23 - $30.44 $25,102 - $29,131	-957 Reduced 24.14%	3,008 $81,000
Q2 2023 Jul 20, 2023	BUY	$22.87 - $29.51 $90,679 - $117,007	3,965 New	3,965 $114,000

Others Institutions Holding SOXQ

# of Institutions

Shares Held

2.74M

Call Options Held

22.5K

Put Options Held

10.1K

View Full List

About INVESCO ETF TR II INVESCO PHLX

Ticker SOXQ
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Global Retirement Partners, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History