Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 15,808 shares of SPHQ stock, worth $1.11 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
15,808
Previous 17,458 9.45%
Holding current value
$1.11 Million
Previous $1.17 Billion 9.77%
% of portfolio
0.38%
Previous 0.5%

Shares

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

Jan 24, 2025
SELL
$65.67 - $69.79 $108,355 - $115,153
-1,650 Reduced 9.45%
15,808 $1.06 Billion
Q3 2024

Nov 01, 2024
SELL
$61.47 - $67.36 $912,337 - $999,757
-14,842 Reduced 45.95%
17,458 $1.17 Billion
Q1 2024

May 01, 2024
SELL
$53.17 - $60.48 $181,097 - $205,994
-3,406 Reduced 9.54%
32,300 $1.95 Billion
Q4 2023

Feb 14, 2024
BUY
$47.93 - $54.22 $1.71 Million - $1.94 Million
35,706 New
35,706 $1.93 Billion

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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