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

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,150 shares of SPHD stock, worth $105,307. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,150
Previous 2,150 -0.0%
Holding current value
$105,307
Previous $95,000 13.68%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 20, 2021
BUY
$43.02 - $46.11 $66,250 - $71,009
1,540 Added 252.46%
2,150 $95,000
Q1 2021

Apr 19, 2021
SELL
$37.05 - $43.11 $57,056 - $66,389
-1,540 Reduced 71.63%
610 $92,000
Q4 2019

Jan 29, 2020
BUY
$40.96 - $44.03 $88,064 - $94,664
2,150 New
2,150 $95,000

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
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