Wj Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Wj Wealth Management, LLC

$267 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$62.16 - $76.87 $7.57 Million - $9.36 Million	121,718 New	121,718 $8.52 Million

Others Institutions Holding SPHB

# of Institutions

116

Shares Held

2.37M

Call Options Held

45.4K

Put Options Held

13.5K

Wells Fargo & Company San Francisco, CA

368K
Shares

$34.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

304K
Shares

$28.1 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

195K
Shares

$18.1 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

165K
Shares

$15.3 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

145K
Shares

$13.4 Million
0.0% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

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