Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 14,447 shares of SPHD stock, worth $738,675. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,447
Previous 13,152 9.85%
Holding current value
$738,675
Previous $584,000 25.0%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$44.07 - $50.57 $57,070 - $65,488
1,295 Added 9.85%
14,447 $730,000
Q2 2024

Aug 13, 2024
BUY
$42.08 - $45.43 $20,198 - $21,806
480 Added 3.79%
13,152 $584,000
Q1 2024

Apr 30, 2024
SELL
$41.15 - $44.4 $31,232 - $33,699
-759 Reduced 5.65%
12,672 $562,000
Q4 2023

Jan 30, 2024
SELL
$37.32 - $42.67 $150,996 - $172,642
-4,046 Reduced 23.15%
13,431 $569,000
Q3 2023

Oct 17, 2023
SELL
$39.08 - $42.63 $25,011 - $27,283
-640 Reduced 3.53%
17,477 $684,000
Q2 2023

Jul 19, 2023
SELL
$39.2 - $42.8 $233,749 - $255,216
-5,963 Reduced 24.76%
18,117 $749,000
Q1 2023

May 10, 2023
SELL
$39.67 - $46.11 $107,823 - $125,326
-2,718 Reduced 10.14%
24,080 $1.02 Million
Q4 2022

Feb 14, 2023
BUY
$39.01 - $45.62 $6,475 - $7,572
166 Added 0.62%
26,798 $1.17 Million
Q3 2022

Oct 26, 2022
BUY
$39.11 - $47.13 $1.04 Million - $1.25 Million
26,532 Added 26532.0%
26,632 $1.04 Million
Q2 2022

Aug 10, 2022
BUY
$42.25 - $49.24 $4,225 - $4,924
100 New
100 $0

Others Institutions Holding SPHD

# of Institutions
362
Shares Held
22.3M
Call Options Held
87.1K
Put Options Held
14.3K
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
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