Walled Lake Planning & Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $245 Million
  • Q4 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 6,932 shares of SPGP stock, worth $686,545. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,932
Previous 6,390 8.48%
Holding current value
$686,545
Previous $668,000 8.83%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Feb 12, 2025
BUY
$103.6 - $112.52 $56,151 - $60,985
542 Added 8.48%
6,932 $727,000
Q3 2024

Nov 14, 2024
BUY
$96.3 - $106.49 $41,120 - $45,471
427 Added 7.16%
6,390 $668,000
Q2 2024

Aug 12, 2024
BUY
$99.32 - $106.72 $94,453 - $101,490
951 Added 18.97%
5,963 $612,000
Q1 2024

May 13, 2024
BUY
$94.23 - $106.49 $86,126 - $97,331
914 Added 22.3%
5,012 $533,000
Q4 2023

Feb 13, 2024
BUY
$86.55 - $99.14 $1,644 - $1,883
19 Added 0.47%
4,098 $401,000
Q3 2023

Nov 14, 2023
BUY
$89.0 - $96.18 $11,481 - $12,407
129 Added 3.27%
4,079 $372,000
Q2 2023

Aug 11, 2023
BUY
$83.26 - $90.78 $45,126 - $49,202
542 Added 15.9%
3,950 $358,000
Q1 2023

May 12, 2023
SELL
$81.44 - $92.77 $1,140 - $1,298
-14 Reduced 0.41%
3,408 $290,000
Q4 2022

Feb 13, 2023
BUY
$75.79 - $87.98 $259,353 - $301,067
3,422 New
3,422 $282,000
Q1 2022

May 13, 2022
SELL
$85.68 - $96.69 $303,307 - $342,282
-3,540 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$86.15 - $97.61 $273,698 - $310,106
3,177 Added 875.21%
3,540 $343,000
Q3 2021

Nov 15, 2021
BUY
$86.83 - $93.21 $31,519 - $33,835
363 New
363 $32,000

Others Institutions Holding SPGP

# of Institutions
360
Shares Held
27.4M
Call Options Held
3.1K
Put Options Held
1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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