Bernard Wealth Management Corp. Invesco Exchange Traded Fd Tr Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 389 shares of SPHQ stock, worth $27,891. This represents 0.01% of its overall portfolio holdings.
Number of Shares
389
Previous 389
-0.0%
Holding current value
$27,891
Previous $26.1 Million
1.03%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
660Shares Held
118MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$720 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$554 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$548 Million1.03% of portfolio
-
Morgan Stanley New York, NY6.42MShares$461 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$395 Million0.1% of portfolio