Wmg Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 9,348 shares of SPHD stock, worth $449,732. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,348
Previous 9,103 2.69%
Holding current value
$449,732
Previous $457,000 2.84%
% of portfolio
0.18%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$44.37 - $50.04 $10,870 - $12,259
245 Added 2.69%
9,348 $444,000
Q1 2025

May 06, 2025
SELL
$47.08 - $50.67 $282,480 - $304,020
-6,000 Reduced 39.73%
9,103 $457,000
Q4 2024

Feb 06, 2025
BUY
$47.77 - $51.75 $721,470 - $781,580
15,103 New
15,103 $729,000

Others Institutions Holding SPHD

# of Institutions
379
Shares Held
22.5M
Call Options Held
33.8K
Put Options Held
23.9K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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