Opal Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 5,936 shares of SPGP stock, worth $587,901. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,936
Previous 6,910 14.1%
Holding current value
$587,901
Previous $723,000 13.97%
% of portfolio
0.19%
Previous 0.23%

Shares

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

Jan 28, 2025
SELL
$103.6 - $112.52 $100,906 - $109,594
-974 Reduced 14.1%
5,936 $622,000
Q3 2024

Oct 15, 2024
SELL
$96.3 - $106.49 $6,259 - $6,921
-65 Reduced 0.93%
6,910 $723,000
Q2 2024

Jul 12, 2024
BUY
$99.32 - $106.72 $20,360 - $21,877
205 Added 3.03%
6,975 $716,000
Q1 2024

Apr 11, 2024
BUY
$94.23 - $106.49 $173,383 - $195,941
1,840 Added 37.32%
6,770 $720,000
Q4 2023

Jan 19, 2024
BUY
$86.55 - $99.14 $208,152 - $238,431
2,405 Added 95.25%
4,930 $483,000
Q3 2023

Oct 18, 2023
BUY
$89.0 - $96.18 $224,725 - $242,854
2,525 New
2,525 $230,000

Others Institutions Holding SPGP

# of Institutions
360
Shares Held
27.3M
Call Options Held
3.1K
Put Options Held
1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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

Track Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, 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 Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email