Plotkin Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Plotkin Financial Advisors, LLC

  • $168 Billion
  • Q4 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 4,818 shares of SPHB stock, worth $396,762. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,818
Previous 5,088 5.31%
Holding current value
$396,762
Previous $454 Million 5.91%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Mar 05, 2025
SELL
$86.6 - $95.01 $23,382 - $25,652
-270 Reduced 5.31%
4,818 $427 Million
Q3 2024

Nov 14, 2024
BUY
$77.64 - $90.33 $395,032 - $459,599
5,088 New
5,088 $454 Million
Q2 2023

Nov 14, 2024
SELL
$64.88 - $76.39 $18,880 - $22,229
-291 Reduced 5.21%
5,293 $404 Million
Q1 2023

Nov 14, 2024
SELL
$62.16 - $76.87 $27,847 - $34,437
-448 Reduced 7.43%
5,584 $391 Million
Q4 2022

Nov 14, 2024
SELL
$56.24 - $68.46 $20,808 - $25,330
-370 Reduced 5.78%
6,032 $376 Million
Q1 2022

Nov 14, 2024
SELL
$68.15 - $80.89 $55,201 - $65,520
-810 Reduced 11.23%
6,402 $486 Million
Q4 2021

Nov 14, 2024
SELL
$73.77 - $82.68 $110,359 - $123,689
-1,496 Reduced 17.18%
7,212 $570 Million
Q3 2021

Nov 14, 2024
SELL
$68.02 - $76.39 $9,794 - $11,000
-144 Reduced 1.63%
8,708 $637 Million
Q2 2021

Nov 14, 2024
SELL
$68.88 - $78.51 $26,105 - $29,755
-379 Reduced 4.11%
8,852 $669 Million
Q1 2021

Nov 14, 2024
BUY
$55.95 - $72.6 $231,800 - $300,781
4,143 Added 81.43%
9,231 $642 Million

Others Institutions Holding SPHB

# of Institutions
130
Shares Held
2.75M
Call Options Held
10.7K
Put Options Held
13.9K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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