Invesco unit investment shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $425k | 4.8k | 87.75 |
| 2023-12-31 | $396k | 4.8k | 82.39 |
| 2023-09-30 | $432k | 6.2k | 70.10 |
| 2022-12-31 | $223k | 3.6k | 62.32 |
| 2022-09-30 | $272k | 4.8k | 57.19 |
| 2022-06-30 | $294k | 5.0k | 58.44 |
| 2022-03-31 | $419k | 5.8k | 71.85 |
| 2021-12-31 | $587k | 7.4k | 79.03 |
| 2021-09-30 | $560k | 7.7k | 73.04 |
| 2021-06-30 | $7.0M | 93k | 75.57 |
| 2021-03-31 | $203k | 2.9k | 69.50 |
More positions owned by TRUE Private Wealth Advisors
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