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

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,652 shares of SPHD stock, worth $539,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,652
Previous 11,636 0.14%
Holding current value
$539,138
Previous $493,000 4.87%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$41.15 - $44.4 $658 - $710
16 Added 0.14%
11,652 $517,000
Q4 2023

Jan 16, 2024
BUY
$37.32 - $42.67 $746 - $853
20 Added 0.17%
11,636 $493,000
Q3 2023

Oct 13, 2023
BUY
$39.08 - $42.63 $703 - $767
18 Added 0.16%
11,616 $455,000
Q2 2023

Jul 13, 2023
SELL
$39.2 - $42.8 $431 - $470
-11 Reduced 0.09%
11,598 $479,000
Q1 2023

Apr 13, 2023
BUY
$39.67 - $46.11 $1,745 - $2,028
44 Added 0.38%
11,609 $490,000
Q4 2022

Jan 20, 2023
BUY
$42.51 - $45.62 $64,615 - $69,342
1,520 Added 15.13%
11,565 $0
Q4 2021

Feb 15, 2022
BUY
$41.55 - $45.28 $417,369 - $454,837
10,045 New
10,045 $455,000

Others Institutions Holding SPHD

# of Institutions
334
Shares Held
20.5M
Call Options Held
101K
Put Options Held
13.7K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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