Lakeridge Wealth Management LLC Invesco Exchange Traded Fd Tr Put Options Transaction History

Lakeridge Wealth Management LLC

$182 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPHQ

# of Institutions

535

Shares Held

120M

Call Options Held

4.1K

Put Options Held

0

Envestnet Asset Management Inc

12.7M
Shares

$834 Million
0.29% of portfolio
First Command Advisory Services, Inc.

12.3M
Shares

$812 Million
8.0% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$516 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.6M
Shares

$501 Million
0.25% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$480 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.