Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 2024
A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 13,635 shares of SPHQ stock, worth $907,818. This represents 0.39% of its overall portfolio holdings.
Number of Shares
13,635
Previous 13,627
0.06%
Holding current value
$907,818
Previous $816 Million
6.11%
% of portfolio
0.39%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
521Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$874 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$843 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$506 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.46MShares$497 Million1.18% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$467 Million9.57% of portfolio