Beacon Harbor Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $420 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$849 Million8.0% of portfolio
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Envestnet Asset Management Inc12.1MShares$837 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$540 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$534 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$502 Million11.31% of portfolio