Kerntke Otto Mc Glone Wealth Management Group Invesco ETF Tr Ii S&P 500 High Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$107 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$39.01 - $45.62 $86,602 - $101,276	-2,220 Reduced 20.38%	8,671 $380,000
Q3 2022 Nov 14, 2022	SELL	$39.11 - $47.13 $114,279 - $137,713	-2,922 Reduced 21.15%	10,891 $426,000
Q2 2022 Aug 12, 2022	BUY	$42.25 - $49.24 $583,599 - $680,152	13,813 New	13,813 $610,000

Others Institutions Holding SPHD

# of Institutions

333

Shares Held

21.3M

Call Options Held

70.8K

Put Options Held

7.5K

Morgan Stanley New York, NY

2.4M
Shares

$120 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$106 Million
0.98% of portfolio
Lpl Financial LLC Fort Mill, SC

1.88M
Shares

$94.7 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.17M
Shares

$58.6 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.12M
Shares

$56.4 Million
0.01% of portfolio

View Full List

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

More about SPHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.

Account