KWB Wealth SPHQ Holdings History
KWB Wealth's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, KWB Wealth held 291,139.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $19.52 Mil. This investment constitutes 2.35% of their stock portfolio, and KWB Wealth now holds 0.16% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q2. And since then KWB Wealth has made 5 purchases of SPHQ, at an average price of $54.56, for a total of 300,745.00 shares. In addition, there have been 2 sales at an average price of $54.34 for 9,606.00 shares. Based on historical transaction data and SPHQ's current price of $72.11, KWB Wealth's estimated gain on his SPHQ holdings is $5.11 Mil, reflecting a 31.13% gain to date.
KWB Wealth SPHQ ($72.11) Holding Chart
KWB Wealth 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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