Integrated Wealth Concepts LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,785 shares of SPHB stock, worth $455,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,785
Previous 4,853 1.4%
Holding current value
$455,149
Previous $432,000 1.85%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$86.6 - $95.01 $5,888 - $6,460
-68 Reduced 1.4%
4,785 $424,000
Q3 2024

Nov 14, 2024
SELL
$77.64 - $90.33 $1.33 Million - $1.55 Million
-17,130 Reduced 77.92%
4,853 $432,000
Q2 2024

Aug 14, 2024
BUY
$79.94 - $87.17 $1.39 Million - $1.52 Million
17,406 Added 380.29%
21,983 $1.86 Million
Q1 2024

May 15, 2024
BUY
$78.22 - $87.74 $358,012 - $401,585
4,577 New
4,577 $401,000

Others Institutions Holding SPHB

# of Institutions
130
Shares Held
2.75M
Call Options Held
10.7K
Put Options Held
13.9K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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