Iams Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Iams Wealth Management, LLC holds 18,414 shares of SPHB stock, worth $2.03 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
18,414Holding current value
$2.03 Million% of portfolio
0.51%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SPHB
# of Institutions
132Shares Held
3.82MCall Options Held
6.2KPut Options Held
16K-
Goldman Sachs Group Inc New York, NY902KShares$99.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY402KShares$44.4 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.283KShares$31.2 Million0.09% of portfolio
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Wells Fargo & Company San Francisco, CA217KShares$24 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC198KShares$21.9 Million0.01% of portfolio