Pensionmark Financial Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Pensionmark Financial Group, LLC

  • $1.54 Billion
  • Q2 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 12,182 shares of SPHQ stock, worth $813,757. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,182
Previous 10,707 13.78%
Holding current value
$813,757
Previous $646,000 19.81%
% of portfolio
0.05%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$57.33 - $65.34 $84,561 - $96,376
1,475 Added 13.78%
12,182 $774,000
Q1 2024

May 15, 2024
BUY
$53.17 - $60.48 $569,291 - $647,559
10,707 New
10,707 $646,000
Q1 2019

May 14, 2019
SELL
$26.88 - $32.27 $230,603 - $276,844
-8,579 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$25.94 - $32.91 $222,539 - $282,334
8,579 New
8,579 $262,000

Others Institutions Holding SPHQ

# of Institutions
519
Shares Held
118M
Call Options Held
4.1K
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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email