Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 29,769 shares of SPHQ stock, worth $2.08 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
29,769
Previous 7,896 277.01%
Holding current value
$2.08 Million
Previous $531,000 275.71%
% of portfolio
0.12%
Previous 0.04%

Shares

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

Feb 07, 2025
BUY
$65.67 - $69.79 $1.44 Million - $1.53 Million
21,873 Added 277.01%
29,769 $2 Million
Q3 2024

Nov 08, 2024
SELL
$61.47 - $67.36 $98,167 - $107,573
-1,597 Reduced 16.82%
7,896 $531,000
Q2 2024

Aug 13, 2024
SELL
$57.33 - $65.34 $44,144 - $50,311
-770 Reduced 7.5%
9,493 $603,000
Q1 2024

Jun 11, 2024
BUY
$53.17 - $60.48 $535,687 - $609,336
10,075 Added 5359.04%
10,263 $620,000
Q3 2023

Nov 03, 2023
BUY
$49.63 - $52.55 $9,330 - $9,879
188 New
188 $9,000

Others Institutions Holding SPHQ

# of Institutions
597
Shares Held
127M
Call Options Held
6.9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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