A detailed history of Wealthspire Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 14,639 shares of SPHD stock, worth $713,358. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,639
Previous 13,928 5.1%
Holding current value
$713,358
Previous $704,000 0.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025

BUY
$47.77 - $51.75 $33,964 - $36,794
711 Added 5.1%
14,639 $707,000
Q2 2024

Aug 08, 2024

BUY
$42.08 - $45.43 $586,090 - $632,749
13,928 New
13,928 $618,000

Others Institutions Holding SPHD

About INVESCO ETF TR II S&P 500 HIGH


  • Ticker SPHD
  • Sector ETFs
  • Industry ETFs
More about SPHD
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.