Evernest Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 12,050 shares of SPHQ stock, worth $818,195. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,050
Previous 12,050
-0.0%
Holding current value
$818,195
Previous $765,000
5.88%
% of portfolio
0.22%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$836 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$825 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$532 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$526 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$494 Million11.31% of portfolio