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 $345,247. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,875
Previous 4,456
9.4%
Holding current value
$345,247
Previous $300 Million
9.02%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
621Shares 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