Lee Financial Group Hawaii, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$39.67 - $46.11 $37,329 - $43,389	-941 Reduced 3.89%	23,268 $982,000
Q4 2022 Feb 13, 2023	BUY	$39.01 - $45.62 $21,572 - $25,227	553 Added 2.34%	24,209 $1.06 Million
Q3 2022 Nov 04, 2022	BUY	$39.11 - $47.13 $69,068 - $83,231	1,766 Added 8.07%	23,656 $925,000
Q2 2022 Aug 08, 2022	BUY	$42.25 - $49.24 $340,999 - $397,416	8,071 Added 58.41%	21,890 $966,000
Q1 2022 May 10, 2022	BUY	$43.87 - $47.6 $60,496 - $65,640	1,379 Added 11.09%	13,819 $652,000
Q4 2021 Feb 08, 2022	SELL	$41.55 - $45.28 $11,800 - $12,859	-284 Reduced 2.23%	12,440 $563,000
Q3 2021 Nov 02, 2021	BUY	$42.3 - $44.68 $21,276 - $22,474	503 Added 4.12%	12,724 $539,000
Q2 2021 Aug 09, 2021	BUY	$43.02 - $46.11 $525,747 - $563,510	12,221 New	12,221 $539,000

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

About INVESCO ETF TR II S&P 500 HIGH

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