Beaumont Asset Management, L.L.C. Invesco Exchange Traded Fd Tr Transaction History
Beaumont Asset Management, L.L.C.
- $168 Million
- Q4 2024
A detailed history of Beaumont Asset Management, L.L.C. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 72,250 shares of SPHQ stock, worth $4.75 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
72,250
Previous 65,734
9.91%
Holding current value
$4.75 Million
Previous $4.42 Million
9.52%
% of portfolio
2.88%
Previous 2.62%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$817 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$805 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$573 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC8.16MShares$536 Million1.11% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$504 Million9.98% of portfolio