Householder Group Estate & Retirement Specialist, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,040 shares of SPHD stock, worth $50,055. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,040
Previous 7,807 86.68%
Holding current value
$50,055
Previous $394,000 87.31%
% of portfolio
0.04%
Previous 0.11%

Shares

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

Jan 15, 2025
SELL
$47.77 - $51.75 $323,259 - $350,192
-6,767 Reduced 86.68%
1,040 $50,000
Q3 2024

Oct 18, 2024
SELL
$44.07 - $50.57 $32,215 - $36,966
-731 Reduced 8.56%
7,807 $394,000
Q2 2024

Jul 17, 2024
BUY
$42.08 - $45.43 $44,184 - $47,701
1,050 Added 14.02%
8,538 $379,000
Q1 2024

May 03, 2024
SELL
$41.15 - $44.4 $252,455 - $272,394
-6,135 Reduced 45.03%
7,488 $332,000
Q4 2023

Jan 23, 2024
SELL
$37.32 - $42.67 $256,313 - $293,057
-6,868 Reduced 33.52%
13,623 $577,000
Q3 2023

Oct 10, 2023
SELL
$39.08 - $42.63 $694,490 - $757,577
-17,771 Reduced 46.45%
20,491 $803,000
Q1 2023

Apr 13, 2023
BUY
$39.67 - $46.11 $1.52 Million - $1.76 Million
38,262 New
38,262 $1.62 Million
Q3 2022

Oct 11, 2022
SELL
$39.11 - $47.13 $59,056 - $71,166
-1,510 Reduced 4.44%
32,509 $1.27 Million
Q2 2022

Jul 18, 2022
BUY
$42.25 - $49.24 $1.44 Million - $1.68 Million
34,019 New
34,019 $1.5 Million

Others Institutions Holding SPHD

# of Institutions
383
Shares Held
22.2M
Call Options Held
27.4K
Put Options Held
9.3K
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
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email