True Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 High Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
A detailed history of True Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, True Wealth Advisors, LLC holds 18,962 shares of SPHD stock, worth $836,224. This represents 0.35% of its overall portfolio holdings.
Number of Shares
18,962
Previous 22,419
15.42%
Holding current value
$836,224
Previous $950,000
11.47%
% of portfolio
0.35%
Previous 0.4%
Shares
15 transactions
Others Institutions Holding SPHD
# of Institutions
334Shares Held
20.8MCall Options Held
101KPut Options Held
13.7K-
Morgan Stanley New York, NY2.7MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$85.3 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.26MShares$55.5 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.09MShares$48 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.09MShares$47.9 Million0.11% of portfolio