Golden State Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 17,124 shares of SPHD stock, worth $806,026. This represents 0.13% of its overall portfolio holdings.

Number of Shares

17,124

Previous 34,248 50.0%

Holding current value

$806,026

Previous $1.72 Million 49907.79%

% of portfolio

0.13%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$47.08 - $50.67 $806,197 - $867,673	-17,124 Reduced 50.0%	17,124 $860 Million
Q1 2025 Apr 23, 2025	BUY	$47.08 - $50.67 $778,138 - $837,473	16,528 Added 93.27%	34,248 $1.72 Million
Q4 2024 Jan 28, 2025	BUY	$47.77 - $51.75 $846,484 - $917,010	17,720 New	17,720 $856 Million
Q4 2020 Jan 28, 2021	SELL	$32.16 - $38.33 $130,891 - $156,003	-4,070 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$31.77 - $35.05 $129,303 - $142,653	4,070 New	4,070 $134,000
Q2 2020 Aug 11, 2020	SELL	$28.26 - $37.71 $566,867 - $756,424	-20,059 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$25.66 - $44.35 $514,713 - $889,616	20,059 New	20,059 $602,000

Others Institutions Holding SPHD

# of Institutions

378

Shares Held

24M

Call Options Held

47.6K

Put Options Held

19.1K

View Full List

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

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Golden State Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History