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

Transform Wealth, LLC

$1.75 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$42.25 - $49.24 $10,562 - $12,310	250 Added 4.86%	5,390 $238,000
Q1 2022 Apr 25, 2022	BUY	$43.87 - $47.6 $225,491 - $244,664	5,140 New	5,140 $243,000

Others Institutions Holding SPHD

# of Institutions

389

Shares Held

24.2M

Call Options Held

47.6K

Put Options Held

19.1K

Morgan Stanley New York, NY

2.96M
Shares

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

2.28M
Shares

$114 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.14M
Shares

$57.1 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.13M
Shares

$56.8 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

995K
Shares

$50 Million
0.1% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

More about SPHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.