Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 17,458 shares of SPHQ stock, worth $1.19 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
17,458
Previous 32,300 45.95%
Holding current value
$1.19 Million
Previous $1.95 Billion 39.82%
% of portfolio
0.5%
Previous 1.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$61.47 - $67.36 $912,337 - $999,757
-14,842 Reduced 45.95%
17,458 $1.17 Billion
Q1 2024

May 01, 2024
SELL
$53.17 - $60.48 $181,097 - $205,994
-3,406 Reduced 9.54%
32,300 $1.95 Billion
Q4 2023

Feb 14, 2024
BUY
$47.93 - $54.22 $1.71 Million - $1.94 Million
35,706 New
35,706 $1.93 Billion

Others Institutions Holding SPHQ

# of Institutions
563
Shares Held
123M
Call Options Held
6.9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPHQ Quotes by TradingView
  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email