Wealth Plan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 21, 2018	SELL	$50.51 - $54.56 $254,671 - $275,091	-5,042 Closed	0 $0
Q2 2018 Aug 16, 2018	BUY	$46.19 - $51.94 $232,889 - $261,881	5,042 New	5,042 $256,000

Others Institutions Holding SPGP

# of Institutions

344

Shares Held

28.5M

Call Options Held

3.4K

Put Options Held

2K

Morgan Stanley New York, NY

3.99M
Shares

$426 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.21M
Shares

$343 Million
0.14% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.67M
Shares

$179 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.4M
Shares

$149 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

1.34M
Shares

$144 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
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