A detailed history of Optivise Advisory Services LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,372 shares of SPHQ stock, worth $311,198. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,372
Previous 27,946 84.36%
Holding current value
$311,198
Previous $1.88 Billion 84.41%
% of portfolio
0.16%
Previous 0.99%

Shares

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

Feb 13, 2025

SELL
$65.67 - $69.79 $1.55 Million - $1.65 Million
-23,574 Reduced 84.36%
4,372 $293 Million
Q3 2024

Nov 12, 2024

BUY
$61.47 - $67.36 $1.72 Million - $1.88 Million
27,946 New
27,946 $1.88 Billion

Others Institutions Holding SPHQ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise 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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.