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

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 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

363

Shares Held

22.3M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$143 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$94.3 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$55 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$54.6 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$49.8 Million
0.11% of portfolio

View Full List

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

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