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

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$39.08 - $42.63 $47,130 - $51,411
-1,206 Reduced 18.36%
5,361 $210,000
Q2 2023

Aug 08, 2023
SELL
$39.2 - $42.8 $134,730 - $147,103
-3,437 Reduced 34.36%
6,567 $271,000
Q4 2022

Jan 17, 2023
SELL
$39.01 - $45.62 $13,809 - $16,149
-354 Reduced 3.42%
10,004 $0
Q3 2022

Oct 26, 2022
SELL
$39.11 - $47.13 $17,443 - $21,019
-446 Reduced 4.13%
10,358 $405,000
Q2 2022

Jul 22, 2022
SELL
$42.25 - $49.24 $24,589 - $28,657
-582 Reduced 5.11%
10,804 $477,000
Q1 2022

May 13, 2022
BUY
$43.87 - $47.6 $46,282 - $50,218
1,055 Added 10.21%
11,386 $538,000
Q4 2021

Feb 11, 2022
BUY
$41.55 - $45.28 $429,253 - $467,787
10,331 New
10,331 $468,000
Q3 2021

Oct 26, 2021
SELL
$42.3 - $44.68 $409,717 - $432,770
-9,686 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$43.02 - $46.11 $164,766 - $176,601
3,830 Added 65.4%
9,686 $427,000
Q1 2021

May 14, 2021
BUY
$37.05 - $43.11 $216,964 - $252,452
5,856 New
5,856 $251,000

Others Institutions Holding SPHD

# of Institutions
363
Shares Held
22.3M
Call Options Held
87.1K
Put Options Held
14.3K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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

Track Sequoia Financial Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email