One Ascent Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

One Ascent Wealth Management LLC

  • $263 Million
  • Q3 2024

A detailed history of One Ascent Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 16,647 shares of SPHQ stock, worth $1.14 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
16,647
Previous 7,761 114.5%
Holding current value
$1.14 Million
Previous $493,000 127.18%
% of portfolio
0.43%
Previous 0.26%

Shares

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

Nov 07, 2024
BUY
$61.47 - $67.36 $546,222 - $598,560
8,886 Added 114.5%
16,647 $1.12 Million
Q2 2024

Jul 17, 2024
BUY
$57.33 - $65.34 $444,938 - $507,103
7,761 New
7,761 $493,000

Others Institutions Holding SPHQ

# of Institutions
563
Shares Held
123M
Call Options Held
6.9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPHQ Quotes by TradingView
  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
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