Johnson & White Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Johnson & White Wealth Management, LLC
- $116 Million
- Q3 2024
A detailed history of Johnson & White Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 35,250 shares of SPGP stock, worth $3.74 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
35,250
Previous 32,699
7.8%
Holding current value
$3.74 Million
Previous $3.36 Million
9.79%
% of portfolio
3.18%
Previous 3.21%
Shares
8 transactions
Others Institutions Holding SPGP
# of Institutions
353Shares Held
33.2MCall Options Held
10.3KPut Options Held
300-
Morgan Stanley New York, NY4.55MShares$483 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.64MShares$386 Million0.19% of portfolio
-
Envestnet Asset Management Inc2.23MShares$237 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$154 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.39MShares$147 Million0.21% of portfolio