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

One Ascent Wealth Management LLC

  • $243 Million
  • Q4 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 29,831 shares of SPHQ stock, worth $2.11 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
29,831
Previous 16,647 79.2%
Holding current value
$2.11 Million
Previous $1.12 Million 78.57%
% of portfolio
0.82%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$65.67 - $69.79 $865,793 - $920,111
13,184 Added 79.2%
29,831 $2 Million
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
621
Shares Held
131M
Call Options Held
5.3K
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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