Avaii Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Avaii Wealth Management, LLC
- $182 Million
- Q4 2024
A detailed history of Avaii Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 90,925 shares of SPHQ stock, worth $6.38 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
90,925
Previous 90,235
0.76%
Holding current value
$6.38 Million
Previous $6.07 Million
0.4%
% of portfolio
3.35%
Previous 3.41%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
623Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$872 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$859 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$611 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$550 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$538 Million9.98% of portfolio