9258 Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,313 shares of SPGP stock, worth $360,454. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,313
Previous 2,533
30.79%
Holding current value
$360,454
Previous $260,000
33.08%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SPGP
# of Institutions
339Shares Held
27.5MCall Options Held
3.4KPut Options Held
2K-
Morgan Stanley New York, NY3.99MShares$434 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.37MShares$367 Million0.16% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.34MShares$146 Million0.01% of portfolio
-
Fifth Third Bancorp1.27MShares$139 Million0.49% of portfolio