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

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$39.08 - $42.63 $126,619 - $138,121	3,240 New	3,240 $126,000

Others Institutions Holding SPHD

# of Institutions

362

Shares Held

22.3M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$149 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$98.4 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$57.4 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$57 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$52 Million
0.11% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

More about SPHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.