Dynamic Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 124,690 shares of SPHQ stock, worth $8.02 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
124,690
Previous 128,299
2.81%
Holding current value
$8.02 Million
Previous $7.75 Million
2.21%
% of portfolio
6.81%
Previous 6.62%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
519Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$844 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$814 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC7.6MShares$489 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.46MShares$480 Million1.18% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$452 Million9.57% of portfolio