UNION SAVINGS BANK SPHQ Holdings History

Number of Shares
437,167.00
Current Holdings Value*
$29.00 Mil
% of Portfolio
14.17%
Total Estimate Gain
$5.63 Mil
% of Total Estimate Gain
22.21%

UNION SAVINGS BANK's Invesco S&P 500 Quality ETF Holding Summary

As of 2025-03-31, UNION SAVINGS BANK held 437,167.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $29.00 Mil. This investment constitutes 14.17% of their stock portfolio, and UNION SAVINGS BANK now holds 0.24% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.

The initial trade took place in 2023Q3. And since then UNION SAVINGS BANK has made 7 purchases of SPHQ, at an average price of $57.94, for a total of 437,167.00 shares. Based on historical transaction data and SPHQ's current price of $70.81, UNION SAVINGS BANK's estimated gain on his SPHQ holdings is $5.63 Mil, reflecting a 22.21% gain to date.

UNION SAVINGS BANK SPHQ ($70.81) Holding Chart

UNION SAVINGS BANK SPHQ ($70.81) 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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