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

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$68.15 - $80.89 $238,661 - $283,276	-3,502 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$73.77 - $82.68 $258,342 - $289,545	3,502 New	3,502 $277,000

Others Institutions Holding SPHB

# of Institutions

116

Shares Held

2.37M

Call Options Held

45.4K

Put Options Held

13.5K

Wells Fargo & Company San Francisco, CA

368K
Shares

$34.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

304K
Shares

$28.1 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

195K
Shares

$18.1 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

165K
Shares

$15.3 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

145K
Shares

$13.4 Million
0.0% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

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