Sage View Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 9,757 shares of SPHQ stock, worth $694,503. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,757
Previous 7,484
30.37%
Holding current value
$694,503
Previous $503 Million
29.9%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SPHQ
# of Institutions
624Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$885 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$872 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$621 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$558 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$546 Million9.98% of portfolio