Mbe Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$28.26 - $37.71 $2,656 - $3,544	-94 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$25.66 - $44.35 $2,412 - $4,168	94 New	94 $2,000

Others Institutions Holding SPHD

# of Institutions

361

Shares Held

22.3M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$146 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$96.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$56.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$55.9 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$51 Million
0.11% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

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