Dynamic Wealth Strategies, LLC SPHQ Holdings History
Dynamic Wealth Strategies, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 90,770.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $6.02 Mil. This investment constitutes 5.01% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.05% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 1 purchases of SPHQ, at an average price of $51.91, for a total of 137,064.00 shares. In addition, there have been 4 sales at an average price of $66.49 for 46,294.00 shares. Based on historical transaction data and SPHQ's current price of $71.37, Dynamic Wealth Strategies, LLC's estimated gain on his SPHQ holdings is $2.44 Mil, reflecting a 34.32% gain to date.
Dynamic Wealth Strategies, LLC SPHQ ($71.37) Holding Chart
Dynamic Wealth Strategies, 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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