Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,992 shares of SPGP stock, worth $609,026. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,992

Previous 7,000 14.4%

Holding current value

$609,026

Previous $732,000 14.21%

% of portfolio

0.08%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$103.6 - $112.52 $104,428 - $113,420	-1,008 Reduced 14.4%	5,992 $628,000
Q3 2024 Nov 12, 2024	BUY	$96.3 - $106.49 $196,355 - $217,133	2,039 Added 41.1%	7,000 $732,000
Q2 2024 Jul 25, 2024	SELL	$99.32 - $106.72 $113,622 - $122,087	-1,144 Reduced 18.74%	4,961 $509,000
Q1 2024 Apr 30, 2024	BUY	$94.23 - $106.49 $19,317 - $21,830	205 Added 3.47%	6,105 $650,000
Q4 2023 Jan 31, 2024	SELL	$86.55 - $99.14 $10,645 - $12,194	-123 Reduced 2.04%	5,900 $578,000
Q3 2023 Oct 13, 2023	BUY	$89.0 - $96.18 $536,047 - $579,292	6,023 New	6,023 $549,000

Others Institutions Holding SPGP

# of Institutions

359

Shares Held

28.1M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
Sector ETFs
Industry ETFs

More about SPGP

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Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History