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 8,403 shares of SOXQ stock, worth $342,086. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,403
Previous 7,034 19.46%
Holding current value
$342,086
Previous $303,000 12.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About INVESCO ETF TR II INVESCO PHLX


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

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.