MEMBERS WEALTH LLC SPHQ Holdings History
Number of Shares
24,286.00
Current Holdings Value*
$1.61 Mil
% of Portfolio
1.22%
Total Estimate Gain
$291,241.16
% of Total Estimate Gain
13.50%
MEMBERS WEALTH LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, MEMBERS WEALTH LLC held 24,286.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $1.61 Mil. This investment constitutes 1.22% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0.01% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2024Q2. And since then MEMBERS WEALTH LLC has made 1 purchases of SPHQ, at an average price of $62.15, for a total of 34,719.00 shares. Based on historical transaction data and SPHQ's current price of $71.70, MEMBERS WEALTH LLC's estimated gain on his SPHQ holdings is $291,241.16, reflecting a 13.50% gain to date.
MEMBERS WEALTH LLC SPHQ ($71.70) Holding Chart
MEMBERS WEALTH LLC SPHQ ($71.70) 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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