Avaii Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Avaii Wealth Management, LLC
- $196 Million
- Q2 2025
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 3,074 shares of SPHQ stock, worth $222,526. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,074
Previous 3,453
10.98%
Holding current value
$222,526
Previous $229,000
4.37%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
678Shares Held
118MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$727 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.04MShares$582 Million9.64% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$540 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.42MShares$465 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$399 Million0.1% of portfolio