Optivise Advisory Services LLC Invesco Exchange Traded Fd Tr Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 27,946 shares of SPHQ stock, worth $1.91 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
27,946Holding current value
$1.91 Million% of portfolio
0.99%Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
549Shares Held
121MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$843 Million8.0% of portfolio
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Envestnet Asset Management Inc12.1MShares$831 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$536 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$530 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$498 Million11.31% of portfolio