Walled Lake Planning & Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 5,963 shares of SPGP stock, worth $624,087. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,963
Previous 5,012 18.97%
Holding current value
$624,087
Previous $533,000 14.82%
% of portfolio
0.27%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$99.32 - $106.72 $94,453 - $101,490
951 Added 18.97%
5,963 $612,000
Q1 2024

May 13, 2024
BUY
$94.23 - $106.49 $86,126 - $97,331
914 Added 22.3%
5,012 $533,000
Q4 2023

Feb 13, 2024
BUY
$86.55 - $99.14 $1,644 - $1,883
19 Added 0.47%
4,098 $401,000
Q3 2023

Nov 14, 2023
BUY
$89.0 - $96.18 $11,481 - $12,407
129 Added 3.27%
4,079 $372,000
Q2 2023

Aug 11, 2023
BUY
$83.26 - $90.78 $45,126 - $49,202
542 Added 15.9%
3,950 $358,000
Q1 2023

May 12, 2023
SELL
$81.44 - $92.77 $1,140 - $1,298
-14 Reduced 0.41%
3,408 $290,000
Q4 2022

Feb 13, 2023
BUY
$75.79 - $87.98 $259,353 - $301,067
3,422 New
3,422 $282,000
Q1 2022

May 13, 2022
SELL
$85.68 - $96.69 $303,307 - $342,282
-3,540 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$86.15 - $97.61 $273,698 - $310,106
3,177 Added 875.21%
3,540 $343,000
Q3 2021

Nov 15, 2021
BUY
$86.83 - $93.21 $31,519 - $33,835
363 New
363 $32,000

Others Institutions Holding SPGP

# of Institutions
355
Shares Held
33.3M
Call Options Held
10.3K
Put Options Held
300
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPGP Quotes by TradingView
  • Ticker SPGP
  • Sector ETFs
  • Industry ETFs
More about SPGP
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