Beaumont Asset Management, L.L.C. SPHQ Holdings History
Beaumont Asset Management, L.L.C.'s Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Beaumont Asset Management, L.L.C. held 74,199.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $4.92 Mil. This investment constitutes 2.97% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.04% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q4. And since then Beaumont Asset Management, L.L.C. has made 6 purchases of SPHQ, at an average price of $55.08, for a total of 74,199.00 shares. Based on historical transaction data and SPHQ's current price of $71.51, Beaumont Asset Management, L.L.C.'s estimated gain on his SPHQ holdings is $1.22 Mil, reflecting a 29.83% gain to date.
Beaumont Asset Management, L.L.C. SPHQ ($71.51) Holding Chart
Beaumont Asset Management, L.L.C. SPHQ ($71.51) 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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