Sagace Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Sagace Wealth Management LLC
- $130 Billion
- Q3 2024
A detailed history of Sagace Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sagace Wealth Management LLC holds 68,681 shares of SPHQ stock, worth $4.66 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
68,681
Previous 67,147
2.28%
Holding current value
$4.66 Million
Previous $4.33 Billion
8.08%
% of portfolio
3.61%
Previous 4.23%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$836 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$825 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$532 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$526 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$494 Million11.31% of portfolio