Icon Wealth Advisors, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 6,380 shares of SOXQ stock, worth $241,291. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,380
Previous 6,380 -0.0%
Holding current value
$241,291
Previous $250,000 14.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
BUY
$34.84 - $46.54 $208,970 - $279,146
5,998 Added 1570.16%
6,380 $259,000
Q3 2024

Nov 12, 2024
SELL
$34.84 - $46.54 $208,970 - $279,146
-5,998 Reduced 94.01%
382 $15,000
Q2 2024

Aug 14, 2024
BUY
$33.89 - $45.47 $216,218 - $290,098
6,380 New
6,380 $274,000

Others Institutions Holding SOXQ

# of Institutions
91
Shares Held
2.37M
Call Options Held
10.1K
Put Options Held
4.2K
View Full List

About INVESCO ETF TR II INVESCO PHLX

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