Sax Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	BUY	$39.67 - $46.11 $198,350 - $230,550	5,000 New	5,000 $211,000

Others Institutions Holding SPHD

# of Institutions

362

Shares Held

22.3M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$149 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$98.4 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$57.4 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$57 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$52 Million
0.11% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

More about SPHD

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