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

Wealth Management Resources, Inc.

$250 Million
Q3 2024

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 117,512 shares of SPGP stock, worth $12.3 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares

117,512

Previous 122,737 4.26%

Holding current value

$12.3 Million

Previous $12.6 Million 2.5%

% of portfolio

4.91%

Previous 5.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

336

Shares Held

31.9M

Call Options Held

7.7K

Put Options Held

100

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About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
Sector ETFs
Industry ETFs

More about SPGP

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