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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,615 shares of SPHD stock, worth $314,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,615
Previous 6,614 0.02%
Holding current value
$314,212
Previous $323 Million 2.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$47.08 - $50.67 $47 - $50
1 Added 0.02%
6,615 $332 Million
Q4 2024

May 30, 2025
BUY
$47.77 - $51.75 $26,655 - $28,876
558 Added 8.44%
7,173 $346,000
Q4 2024

Feb 11, 2025
SELL
$47.77 - $51.75 $141,590 - $153,387
-2,964 Reduced 30.95%
6,614 $323 Million
Q3 2024

May 30, 2025
BUY
$44.07 - $50.57 $130,579 - $149,838
2,963 Added 44.79%
9,578 $484,000
Q3 2024

Nov 05, 2024
BUY
$44.07 - $50.57 $422,102 - $484,359
9,578 New
9,578 $484 Million

Others Institutions Holding SPHD

# of Institutions
385
Shares Held
24.9M
Call Options Held
33.3K
Put Options Held
21.3K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

SPHD Quotes by TradingView
  • Ticker SPHD
  • Sector ETFs
  • Industry ETFs
More about SPHD
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email