Flagship Private Wealth, LLC SPHQ Holdings History
Flagship Private Wealth, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Flagship Private Wealth, LLC held 100,164.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $6.64 Mil. This investment constitutes 3.16% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0.06% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2021Q2. And since then Flagship Private Wealth, LLC has made 8 purchases of SPHQ, at an average price of $49.93, for a total of 145,368.00 shares. In addition, there have been 8 sales at an average price of $48.07 for 45,204.00 shares. Based on historical transaction data and SPHQ's current price of $72.11, Flagship Private Wealth, LLC's estimated gain on his SPHQ holdings is $2.14 Mil, reflecting a 29.44% gain to date.
Flagship Private Wealth, LLC SPHQ ($72.11) Holding Chart
Flagship Private Wealth, LLC SPHQ ($72.11) 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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