Dynamic Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 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 120,122 shares of SPHQ stock, worth $8.4 Million. This represents 6.59% of its overall portfolio holdings.
Number of Shares
120,122
Previous 124,690
3.66%
Holding current value
$8.4 Million
Previous $7.92 Million
1.99%
% of portfolio
6.59%
Previous 6.81%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
597Shares Held
127MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$870 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.1MShares$849 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$548 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$542 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$537 Million9.98% of portfolio