L.M. Kohn & Company Invesco ETF Tr Ii Invesco Phlx Transaction History

L.M. Kohn & Company

  • $365 Million
  • Q2 2024

A detailed history of L.M. Kohn & Company transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, L.M. Kohn & Company holds 7,325 shares of SOXQ stock, worth $289,630. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,325
Previous 10,685 31.45%
Holding current value
$289,630
Previous $412,000 23.54%
% of portfolio
0.09%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$33.89 - $45.47 $113,870 - $152,779
-3,360 Reduced 31.45%
7,325 $315,000
Q1 2024

Apr 25, 2024
BUY
$30.8 - $40.71 $308 - $407
10 Added 0.09%
10,685 $412,000
Q3 2023

Nov 06, 2023
BUY
$26.23 - $30.44 $280,005 - $324,947
10,675 New
10,675 $288,000
Q2 2023

Aug 08, 2023
BUY
$22.87 - $29.51 $198,397 - $255,999
8,675 New
8,675 $250,000

Others Institutions Holding SOXQ

# of Institutions
84
Shares Held
2.62M
Call Options Held
4.2K
Put Options Held
6.7K
View Full List

About INVESCO ETF TR II INVESCO PHLX

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