Balanced Rock Investment Advisor Invesco Exchange Traded Fd Tr Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 61,782 shares of SPHQ stock, worth $4.51 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
61,782Holding current value
$4.51 Million% of portfolio
3.45%Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
703Shares Held
131MCall Options Held
6.8KPut Options Held
13.4K-
Lpl Financial LLC Fort Mill, SC11.4MShares$830 Million0.29% of portfolio
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Ameriprise Financial Inc Minneapolis, MN9.25MShares$675 Million0.17% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$614 Million9.77% of portfolio
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Wealth Enhancement Advisory Services, LLC7.46MShares$545 Million0.96% of portfolio
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Morgan Stanley New York, NY6.66MShares$486 Million0.03% of portfolio