Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,375 shares of SPGP stock, worth $627,045. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,375

Previous 5,553 14.8%

Holding current value

$627,045

Previous $581,000 14.97%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$103.6 - $112.52 $85,159 - $92,491	822 Added 14.8%	6,375 $668,000
Q3 2024 Nov 12, 2024	SELL	$96.3 - $106.49 $346,102 - $382,725	-3,594 Reduced 39.29%	5,553 $581,000
Q2 2024 Aug 14, 2024	BUY	$99.32 - $106.72 $478,921 - $514,603	4,822 Added 111.49%	9,147 $940,000
Q1 2024 May 09, 2024	SELL	$94.23 - $106.49 $122,781 - $138,756	-1,303 Reduced 23.15%	4,325 $460,000
Q4 2023 Feb 08, 2024	BUY	$86.55 - $99.14 $93,214 - $106,773	1,077 Added 23.67%	5,628 $551,000
Q3 2023 Nov 07, 2023	BUY	$89.0 - $96.18 $405,039 - $437,715	4,551 New	4,551 $415,000
Q3 2021 Dec 03, 2021	SELL	$86.83 - $93.21 $787,721 - $845,601	-9,072 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$82.42 - $87.78 $747,714 - $796,340	9,072 New	9,072 $800,000

Others Institutions Holding SPGP

# of Institutions

360

Shares Held

28.3M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History