Stonebridge Financial Planning Group, LLC SPHQ Holdings History
Stonebridge Financial Planning Group, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 120,428.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $7.99 Mil. This investment constitutes 3.65% of their stock portfolio, and Stonebridge Financial Planning Group, 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 Stonebridge Financial Planning Group, LLC has made 11 purchases of SPHQ, at an average price of $49.75, for a total of 133,815.00 shares. In addition, there have been 4 sales at an average price of $50.47 for 13,387.00 shares. Based on historical transaction data and SPHQ's current price of $71.37, Stonebridge Financial Planning Group, LLC's estimated gain on his SPHQ holdings is $2.61 Mil, reflecting a 39.25% gain to date.
Stonebridge Financial Planning Group, LLC SPHQ ($71.37) Holding Chart
Stonebridge Financial Planning Group, LLC SPHQ ($71.37) 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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