Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,162 shares of SPHQ stock, worth $936,871. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,162
Previous 13,338
1.32%
Holding current value
$936,871
Previous $897,000
1.67%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SPHQ
# of Institutions
623Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$885 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$872 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$621 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$558 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$546 Million9.98% of portfolio