Cedar Wealth Management, LLC SPHQ Holdings History
Cedar Wealth Management, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 95,064.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $6.31 Mil. This investment constitutes 2.24% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.05% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2021Q2. And since then Cedar Wealth Management, LLC has made 11 purchases of SPHQ, at an average price of $50.32, for a total of 104,733.00 shares. In addition, there have been 1 sales at an average price of $43.47 for 9,669.00 shares. Based on historical transaction data and SPHQ's current price of $71.36, Cedar Wealth Management, LLC's estimated gain on his SPHQ holdings is $1.93 Mil, reflecting a 36.72% gain to date.
Cedar Wealth Management, LLC SPHQ ($71.36) Holding Chart
Cedar Wealth Management, LLC SPHQ ($71.36) 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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