AVAII WEALTH MANAGEMENT, LLC SPHQ Holdings History
AVAII WEALTH MANAGEMENT, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 3,074.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $219,020.00. This investment constitutes 0.1% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2024Q3. And since then AVAII WEALTH MANAGEMENT, LLC has made 2 purchases of SPHQ, at an average price of $65.01, for a total of 90,925.00 shares. In addition, there have been 2 sales at an average price of $68.50 for 87,851.00 shares. Based on historical transaction data and SPHQ's current price of $71.75, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his SPHQ holdings is $326,847.24, reflecting a 5.53% gain to date.
AVAII WEALTH MANAGEMENT, LLC SPHQ ($71.75) Holding Chart
AVAII WEALTH MANAGEMENT, LLC SPHQ ($71.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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