Legacy Financial Strategies, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 5,500 shares of SPHB stock, worth $483,450. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,500
Previous 8,500 35.29%
Holding current value
$483,450
Previous $753,000 42.63%
% of portfolio
0.1%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$78.26 - $95.21 $234,780 - $285,630
-3,000 Reduced 35.29%
5,500 $432,000
Q3 2024

Oct 18, 2024
SELL
$77.64 - $90.33 $81,910 - $95,298
-1,055 Reduced 11.04%
8,500 $758,000
Q2 2024

Jul 10, 2024
SELL
$79.94 - $87.17 $75,943 - $82,811
-950 Reduced 9.04%
9,555 $806,000
Q4 2023

Feb 01, 2024
BUY
$63.45 - $83.21 $26,649 - $34,948
420 Added 4.16%
10,505 $865,000
Q3 2023

Nov 13, 2023
BUY
$68.8 - $80.61 $206,400 - $241,830
3,000 Added 42.34%
10,085 $706,000
Q1 2023

May 10, 2023
BUY
$62.16 - $76.87 $440,403 - $544,623
7,085 New
7,085 $495,000
Q1 2022

May 06, 2022
BUY
$68.15 - $80.89 $98,817 - $117,290
1,450 Added 31.42%
6,065 $461,000
Q4 2021

Jan 31, 2022
BUY
$73.77 - $82.68 $45,737 - $51,261
620 Added 15.52%
4,615 $365,000
Q3 2021

Nov 15, 2021
BUY
$68.02 - $76.39 $70,060 - $78,681
1,030 Added 34.74%
3,995 $292,000
Q2 2021

Aug 02, 2021
BUY
$68.88 - $78.51 $204,229 - $232,782
2,965 New
2,965 $224,000

Others Institutions Holding SPHB

# of Institutions
126
Shares Held
3.43M
Call Options Held
11.6K
Put Options Held
545K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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