Wealth Shield Partners, LLC Invesco ETF Tr Ii Invesco Phlx Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 750 shares of SOXQ stock, worth $30,322. This represents 0.0% of its overall portfolio holdings.

Number of Shares
750
Previous 1,500 50.0%
Holding current value
$30,322
Previous $61,000 52.46%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$38.02 - $42.79 $28,515 - $32,092
-750 Reduced 50.0%
750 $29,000
Q3 2024

Nov 04, 2024
BUY
$34.84 - $46.54 $26,130 - $34,905
750 Added 100.0%
1,500 $61,000
Q1 2023

May 08, 2023
BUY
$19.71 - $25.45 $14,782 - $19,087
750 New
750 $19,000

Others Institutions Holding SOXQ

# of Institutions
98
Shares Held
2.74M
Call Options Held
22.5K
Put Options Held
10.1K
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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