Lakeridge Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 4,875 shares of SPHQ stock, worth $339,592. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,875
Previous 4,456
9.4%
Holding current value
$339,592
Previous $300 Million
9.02%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
587Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$858 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$846 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$546 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$539 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$535 Million9.98% of portfolio