Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 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 13,338 shares of SPHQ stock, worth $910,985. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,338
Previous 14,344
7.01%
Holding current value
$910,985
Previous $911,000
1.54%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
539Shares Held
120MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$841 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$829 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$535 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$529 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio