Invesco unit investment shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Invesco unit investment by MGB Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $224k | 2.6k | 87.73 |
2023-12-31 | $179k | 2.2k | 82.41 |