Capital Planning Advisors, LLC SPHQ Holdings History
Capital Planning Advisors, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2024-12-31, Capital Planning Advisors, LLC held 526,580.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $35.30 Mil. This investment constitutes 5.45% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.3% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2022Q3. And since then Capital Planning Advisors, LLC has made 6 purchases of SPHQ, at an average price of $46.05, for a total of 856,710.00 shares. In addition, there have been 4 sales at an average price of $46.62 for 330,130.00 shares. Based on historical transaction data and SPHQ's current price of $65.22, Capital Planning Advisors, LLC's estimated gain on his SPHQ holdings is $10.28 Mil, reflecting a 26.06% gain to date.
Capital Planning Advisors, LLC SPHQ ($65.22) Holding Chart
Capital Planning Advisors, LLC SPHQ ($65.22) 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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