Trinity Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Trinity Wealth Management, LLC

  • $218 Million
  • Q3 2024

A detailed history of Trinity Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 4,302 shares of SPHQ stock, worth $293,568. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,302
Previous 4,367 1.49%
Holding current value
$293,568
Previous $277,000 4.33%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 18, 2024
SELL
$61.47 - $67.36 $3,995 - $4,378
-65 Reduced 1.49%
4,302 $289,000
Q2 2024

Jul 15, 2024
BUY
$57.33 - $65.34 $57 - $65
1 Added 0.02%
4,367 $277,000
Q1 2024

Apr 17, 2024
SELL
$53.17 - $60.48 $3,934 - $4,475
-74 Reduced 1.67%
4,366 $263,000
Q4 2023

Jan 18, 2024
BUY
$47.93 - $54.22 $17,782 - $20,115
371 Added 9.12%
4,440 $240,000
Q3 2023

Oct 10, 2023
SELL
$49.63 - $52.55 $4,069 - $4,309
-82 Reduced 1.98%
4,069 $203,000
Q2 2023

Jul 14, 2023
BUY
$46.8 - $50.45 $194,266 - $209,417
4,151 New
4,151 $209,000

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 Trinity Wealth Management, LLC Portfolio

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

News

Stay updated on Trinity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email