Connectus Wealth, LLC SPHQ Holdings History
Connectus Wealth, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2024-03-31, Connectus Wealth, LLC held 57,098.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $3.45 Mil. This investment constitutes 0.1% of their stock portfolio, and Connectus Wealth, LLC now holds -% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q1. And since then Connectus Wealth, LLC has made 4 purchases of SPHQ, at an average price of $49.69, for a total of 1.27 Mil shares. In addition, there have been 1 sales at an average price of $57.29 for 1.21 Mil shares. Based on historical transaction data and SPHQ's current price of $71.37, Connectus Wealth, LLC's estimated gain on his SPHQ holdings is $10.43 Mil, reflecting a 16.56% gain to date.
Connectus Wealth, LLC SPHQ ($71.37) Holding Chart
Connectus Wealth, LLC SPHQ ($71.37) 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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