One Wealth Management Investment & Advisory Services, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

One Wealth Management Investment & Advisory Services, LLC

  • $57 Billion
  • Q3 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 4,225 shares of SPHB stock, worth $378,898. This represents 0.66% of its overall portfolio holdings.

Number of Shares
4,225
Previous 4,311 1.99%
Holding current value
$378,898
Previous $364 Million 3.54%
% of portfolio
0.66%
Previous 0.14%

Shares

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

Nov 06, 2024
SELL
$77.64 - $90.33 $6,677 - $7,768
-86 Reduced 1.99%
4,225 $377 Million
Q1 2024

May 14, 2024
SELL
$78.22 - $87.74 $110,368 - $123,801
-1,411 Reduced 24.66%
4,311 $378 Million
Q4 2023

Jan 25, 2024
BUY
$63.45 - $83.21 $363,060 - $476,127
5,722 New
5,722 $471 Million

Others Institutions Holding SPHB

# of Institutions
115
Shares Held
2.36M
Call Options Held
45.4K
Put Options Held
13.5K
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
Track This Portfolio

Track One Wealth Management Investment & Advisory Services, LLC Portfolio

Follow One Wealth Management Investment & Advisory Services, 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 One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email