Heritage Wealth Advisors Invesco ETF Tr Ii Invesco Phlx Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Dec 12, 2024	BUY	$30.8 - $40.71 $1,047 - $1,384	34 New	34 $1,000
Q1 2024 May 08, 2024	BUY	$30.8 - $40.71 $1,047 - $1,384	34 New	34 $1,000

Others Institutions Holding SOXQ

# of Institutions

88

Shares Held

2.37M

Call Options Held

11K

Put Options Held

11.3K

Lpl Financial LLC Fort Mill, SC

378K
Shares

$15.4 Million
0.01% of portfolio
Eagle Global Advisors LLC Houston, TX

338K
Shares

$13.7 Million
0.7% of portfolio
Ameriprise Financial Inc Minneapolis, MN

266K
Shares

$10.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

136K
Shares

$5.53 Million
0.0% of portfolio
Jump Financial, LLC Chicago, IL

127K
Shares

$5.18 Million
0.11% of portfolio

About INVESCO ETF TR II INVESCO PHLX

Ticker SOXQ
Sector ETFs
Industry ETFs

More about SOXQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.