Wealth Management Resources, Inc. Invesco Exchange Traded Fd Tr Transaction History

Wealth Management Resources, Inc.

$276 Million
Q1 2025

A detailed history of Wealth Management Resources, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 17,752 shares of SPGP stock, worth $1.84 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

17,752

Previous 23,715 25.14%

Holding current value

$1.84 Million

Previous $2.49 Million 28.71%

% of portfolio

0.64%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$96.88 - $111.25 $577,695 - $663,383	-5,963 Reduced 25.14%	17,752 $1.77 Million
Q4 2024 Jan 21, 2025	SELL	$103.6 - $112.52 $9.72 Million - $10.6 Million	-93,797 Reduced 79.82%	23,715 $2.49 Million
Q3 2024 Oct 31, 2024	SELL	$96.3 - $106.49 $503,167 - $556,410	-5,225 Reduced 4.26%	117,512 $12.3 Million
Q2 2024 Jul 17, 2024	SELL	$99.32 - $106.72 $7,548 - $8,110	-76 Reduced 0.06%	122,737 $12.6 Million
Q1 2024 Apr 19, 2024	BUY	$94.23 - $106.49 $472,186 - $533,621	5,011 Added 4.25%	122,813 $13.1 Million
Q4 2023 Jan 19, 2024	BUY	$86.55 - $99.14 $3.86 Million - $4.42 Million	44,589 Added 60.9%	117,802 $11.5 Million
Q3 2023 Oct 24, 2023	BUY	$89.0 - $96.18 $6.52 Million - $7.04 Million	73,213 New	73,213 $6.68 Million

Others Institutions Holding SPGP

# of Institutions

353

Shares Held

23.1M

Call Options Held

6.3K

Put Options Held

1.7K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
Sector ETFs
Industry ETFs

More about SPGP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Account

Wealth Management Resources, Inc. Invesco Exchange Traded Fd Tr Transaction History