Total Wealth Planning & Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,020 shares of SPHQ stock, worth $199,773. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,020
Previous 3,020
-0.0%
Holding current value
$199,773
Previous $202 Million
1.03%
% of portfolio
0.19%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
629Shares Held
122MCall Options Held
5.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.72MShares$577 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$511 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$505 Million1.03% of portfolio
-
Morgan Stanley New York, NY5.48MShares$362 Million0.03% of portfolio
-
Fifth Third Bancorp4.35MShares$288 Million1.1% of portfolio