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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