Evensky & Katz LLC SPHQ Holdings History
Evensky & Katz LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Evensky & Katz LLC held 783,480.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $51.98 Mil. This investment constitutes 3.49% of their stock portfolio, and Evensky & Katz LLC now holds 0.41% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2013Q4. And since then Evensky & Katz LLC has made 11 purchases of SPHQ, at an average price of $34.05, for a total of 1.83 Mil shares. In addition, there have been 15 sales at an average price of $33.33 for 1.04 Mil shares. Based on historical transaction data and SPHQ's current price of $71.19, Evensky & Katz LLC's estimated gain on his SPHQ holdings is $28.34 Mil, reflecting a 45.54% gain to date.
Evensky & Katz LLC SPHQ ($71.19) Holding Chart
Evensky & Katz LLC SPHQ ($71.19) 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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