Dynamic Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Dynamic Wealth Strategies, LLC
- $112 Million
- Q4 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 124,459 shares of SPHQ stock, worth $8.65 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
124,459
Previous 120,122
3.61%
Holding current value
$8.65 Million
Previous $8.08 Million
3.23%
% of portfolio
7.44%
Previous 6.59%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$864 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$852 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$606 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$545 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$533 Million9.98% of portfolio