Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Schwallier Wealth Management LLC
- $131 Billion
- Q4 2024
A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 446,061 shares of SPHQ stock, worth $31.6 Million. This represents 22.75% of its overall portfolio holdings.
Number of Shares
446,061
Previous 445,157
0.2%
Holding current value
$31.6 Million
Previous $29.9 Billion
0.15%
% of portfolio
22.75%
Previous 21.43%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
620Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$881 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$868 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$617 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$555 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$543 Million9.98% of portfolio