Mc Kinley Carter Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 18,372 shares of SPHQ stock, worth $1.16 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,372
Previous 18,992 3.26%
Holding current value
$1.16 Million
Previous $1.27 Million 5.26%
% of portfolio
0.08%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$65.27 - $71.18 $40,467 - $44,131
-620 Reduced 3.26%
18,372 $1.21 Million
Q4 2024

Jan 22, 2025
SELL
$65.67 - $69.79 $160,957 - $171,055
-2,451 Reduced 11.43%
18,992 $1.27 Million
Q3 2024

Oct 15, 2024
SELL
$61.47 - $67.36 $18,072 - $19,803
-294 Reduced 1.35%
21,443 $1.44 Million
Q2 2024

Aug 09, 2024
SELL
$57.33 - $65.34 $130,712 - $148,975
-2,280 Reduced 9.49%
21,737 $1.38 Million
Q1 2024

Apr 26, 2024
SELL
$53.17 - $60.48 $133,297 - $151,623
-2,507 Reduced 9.45%
24,017 $1.45 Million
Q4 2023

Feb 07, 2024
SELL
$47.93 - $54.22 $305,553 - $345,652
-6,375 Reduced 19.38%
26,524 $1.43 Million
Q3 2023

Oct 13, 2023
SELL
$49.63 - $52.55 $39,257 - $41,567
-791 Reduced 2.35%
32,899 $1.65 Million
Q2 2023

Aug 02, 2023
SELL
$46.8 - $50.45 $531,975 - $573,465
-11,367 Reduced 25.23%
33,690 $1.7 Million
Q1 2023

Apr 24, 2023
SELL
$43.64 - $47.32 $2.25 Million - $2.44 Million
-51,513 Reduced 53.34%
45,057 $2.13 Million
Q4 2022

Feb 07, 2023
BUY
$40.0 - $46.54 $3.86 Million - $4.49 Million
96,570 New
96,570 $4.25 Million

Others Institutions Holding SPHQ

# of Institutions
629
Shares Held
131M
Call Options Held
5.3K
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
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email