Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 12,740 shares of SPHQ stock, worth $895,367. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,740
Previous 13,635
6.56%
Holding current value
$895,367
Previous $866 Million
1.01%
% of portfolio
0.38%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
591Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$874 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.1MShares$854 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$551 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$544 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$539 Million9.98% of portfolio