Wealthcare Advisory Partners LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Wealthcare Advisory Partners LLC

  • $3.14 Billion
  • Q2 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 8,675 shares of SOXQ stock, worth $343,009. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,675
Previous 6,440 34.7%
Holding current value
$343,009
Previous $248,000 50.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 09, 2024
BUY
$33.89 - $45.47 $75,744 - $101,625
2,235 Added 34.7%
8,675 $373,000
Q1 2024

Apr 15, 2024
BUY
$30.8 - $40.71 $4,312 - $5,699
140 Added 2.22%
6,440 $248,000
Q4 2023

Feb 06, 2024
BUY
$25.07 - $33.23 $157,941 - $209,348
6,300 New
6,300 $207,000
Q2 2023

Jul 17, 2023
SELL
$22.87 - $29.51 $81,188 - $104,760
-3,550 Reduced 28.29%
9,000 $260,000
Q1 2023

May 04, 2023
BUY
$19.71 - $25.45 $247,360 - $319,397
12,550 New
12,550 $319,000

Others Institutions Holding SOXQ

# of Institutions
84
Shares Held
2.62M
Call Options Held
4.2K
Put Options Held
6.7K
View Full List

About INVESCO ETF TR II INVESCO PHLX

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