Sea Crest Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Sea Crest Wealth Management, LLC

$852 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	N/A	-260 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	260 New	260 $12,000

Others Institutions Holding SPHB

# of Institutions

126

Shares Held

2.6M

Call Options Held

10.7K

Put Options Held

13.9K

Wells Fargo & Company San Francisco, CA

365K
Shares

$28.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

280K
Shares

$22.2 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

195K
Shares

$15.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

193K
Shares

$15.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

133K
Shares

$10.6 Million
0.0% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

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