Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,168 shares of SPGP stock, worth $331,974. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,168
Previous 2,635 20.23%
Holding current value
$331,974
Previous $271 Million 22.44%
% of portfolio
0.16%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$96.3 - $106.49 $51,327 - $56,759
533 Added 20.23%
3,168 $332 Million
Q2 2024

Aug 05, 2024
BUY
$99.32 - $106.72 $16,387 - $17,608
165 Added 6.68%
2,635 $271 Million
Q1 2024

Apr 18, 2024
SELL
$94.23 - $106.49 $35,430 - $40,040
-376 Reduced 13.21%
2,470 $248 Million
Q4 2023

Feb 07, 2024
BUY
$86.55 - $99.14 $13,155 - $15,069
152 Added 5.64%
2,846 $279 Million
Q3 2023

Nov 14, 2023
BUY
$89.0 - $96.18 $239,766 - $259,108
2,694 New
2,694 $246 Million
Q1 2023

Oct 30, 2023
BUY
$81.44 - $92.77 $361,837 - $412,177
4,443 New
4,443 $374 Million

Others Institutions Holding SPGP

# of Institutions
338
Shares Held
31.9M
Call Options Held
7.7K
Put Options Held
100
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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