Sequent Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequent Planning LLC holds 10,310 shares of SPHQ stock, worth $730,154. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,310
Previous 14,278
27.79%
Holding current value
$730,154
Previous $960 Million
28.05%
% of portfolio
0.25%
Previous 0.33%
Shares
4 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
-
Wealth Enhancement Advisory Services, LLC7.84MShares$555 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$543 Million9.98% of portfolio