Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

  • $123 Billion
  • Q2 2024

A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 424,691 shares of SPHQ stock, worth $28.4 Million. This represents 21.93% of its overall portfolio holdings.

Number of Shares
424,691
Previous 410,698 3.41%
Holding current value
$28.4 Million
Previous $24.8 Billion 8.75%
% of portfolio
21.93%
Previous 19.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$57.33 - $65.34 $802,218 - $914,302
13,993 Added 3.41%
424,691 $27 Billion
Q1 2024

May 14, 2024
BUY
$53.17 - $60.48 $1.3 Million - $1.48 Million
24,444 Added 6.33%
410,698 $24.8 Billion
Q4 2023

Feb 14, 2024
BUY
$47.93 - $54.22 $18.5 Million - $20.9 Million
386,254 New
386,254 $20.9 Billion

Others Institutions Holding SPHQ

# of Institutions
531
Shares Held
119M
Call Options Held
4.1K
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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