Plotkin Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Plotkin Financial Advisors, LLC

  • $167 Billion
  • Q3 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 5,088 shares of SPHB stock, worth $470,385. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,088
Holding current value
$470,385
% of portfolio
0.27%

Shares

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

Nov 14, 2024
BUY
$77.64 - $90.33 $395,032 - $459,599
5,088 New
5,088 $454 Million
Q2 2023

Nov 14, 2024
SELL
$64.88 - $76.39 $18,880 - $22,229
-291 Reduced 5.21%
5,293 $404 Million
Q1 2023

Nov 14, 2024
SELL
$62.16 - $76.87 $27,847 - $34,437
-448 Reduced 7.43%
5,584 $391 Million
Q4 2022

Nov 14, 2024
SELL
$56.24 - $68.46 $20,808 - $25,330
-370 Reduced 5.78%
6,032 $376 Million
Q1 2022

Nov 14, 2024
SELL
$68.15 - $80.89 $55,201 - $65,520
-810 Reduced 11.23%
6,402 $486 Million
Q4 2021

Nov 14, 2024
SELL
$73.77 - $82.68 $110,359 - $123,689
-1,496 Reduced 17.18%
7,212 $570 Million
Q3 2021

Nov 14, 2024
SELL
$68.02 - $76.39 $9,794 - $11,000
-144 Reduced 1.63%
8,708 $637 Million
Q2 2021

Nov 14, 2024
SELL
$68.88 - $78.51 $26,105 - $29,755
-379 Reduced 4.11%
8,852 $669 Million
Q1 2021

Nov 14, 2024
BUY
$55.95 - $72.6 $231,800 - $300,781
4,143 Added 81.43%
9,231 $642 Million

Others Institutions Holding SPHB

# of Institutions
118
Shares Held
2.38M
Call Options Held
45.4K
Put Options Held
13.5K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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

Track Plotkin Financial Advisors, LLC Portfolio

Follow Plotkin Financial 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 Plotkin Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plotkin Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email