Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024

A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 445,157 shares of SPHQ stock, worth $30.4 Million. This represents 21.43% of its overall portfolio holdings.

Number of Shares
445,157
Previous 424,691 4.82%
Holding current value
$30.4 Million
Previous $27 Billion 10.97%
% of portfolio
21.43%
Previous 21.93%

Shares

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

Nov 07, 2024
BUY
$61.47 - $67.36 $1.26 Million - $1.38 Million
20,466 Added 4.82%
445,157 $29.9 Billion
Q2 2024

Aug 13, 2024
BUY
$57.33 - $65.34 $802,218 - $914,302
13,993 Added 3.41%
424,691 $27 Billion
Q1 2024

May 14, 2024
BUY
$53.17 - $60.48 $1.3 Million - $1.48 Million
24,444 Added 6.33%
410,698 $24.8 Billion
Q4 2023

Feb 14, 2024
BUY
$47.93 - $54.22 $18.5 Million - $20.9 Million
386,254 New
386,254 $20.9 Billion

Others Institutions Holding SPHQ

# of Institutions
563
Shares Held
123M
Call Options Held
6.9K
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 Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management 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 Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email