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

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

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 18,992 shares of SPHQ stock, worth $1.32 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

18,992

Previous 21,443 11.43%

Holding current value

$1.32 Million

Previous $1.44 Million 11.72%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

627

Shares Held

131M

Call Options Held

5.3K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

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