Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,789 shares of SPHQ stock, worth $650,283. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,789
Previous 7,523 30.12%
Holding current value
$650,283
Previous $506,000 29.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$65.67 - $69.79 $148,808 - $158,144
2,266 Added 30.12%
9,789 $656,000
Q3 2024

Nov 14, 2024
SELL
$61.47 - $67.36 $3,811 - $4,176
-62 Reduced 0.82%
7,523 $506,000
Q2 2024

Aug 14, 2024
SELL
$57.33 - $65.34 $101,244 - $115,390
-1,766 Reduced 18.89%
7,585 $481,000
Q1 2024

May 15, 2024
SELL
$53.17 - $60.48 $129,787 - $147,631
-2,441 Reduced 20.7%
9,351 $564,000
Q4 2023

Feb 13, 2024
BUY
$47.93 - $54.22 $27,511 - $31,122
574 Added 5.12%
11,792 $637,000
Q3 2023

Nov 15, 2023
BUY
$49.63 - $52.55 $21,886 - $23,174
441 Added 4.09%
11,218 $561,000
Q2 2023

Aug 15, 2023
BUY
$46.8 - $50.45 $155,797 - $167,948
3,329 Added 44.7%
10,777 $543,000
Q1 2023

May 03, 2023
BUY
$43.64 - $47.32 $103,906 - $112,668
2,381 Added 46.99%
7,448 $352,000
Q4 2022

Feb 13, 2023
BUY
$40.0 - $46.54 $202,680 - $235,818
5,067 New
5,067 $223,000

Others Institutions Holding SPHQ

# of Institutions
628
Shares Held
132M
Call Options Held
5.3K
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
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