Lakeridge Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPHQ
# of Institutions
587Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$866 Million7.9% of portfolio
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Envestnet Asset Management Inc12.1MShares$846 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$546 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$539 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$535 Million9.98% of portfolio