Beaumont Asset Management, L.L.C. Invesco Exchange Traded Fd Tr Transaction History
Beaumont Asset Management, L.L.C.
- $192 Million
- Q3 2025
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 85,871 shares of SPHQ stock, worth $6.31 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
85,871
Previous 112,901
23.94%
Holding current value
$6.31 Million
Previous $8.05 Million
21.78%
% of portfolio
3.28%
Previous 4.45%
Shares
8 transactions
Others Institutions Holding SPHQ
# of Institutions
728Shares Held
138MCall Options Held
16.6KPut Options Held
14.5K-
Lpl Financial LLC Fort Mill, SC13.1MShares$963 Million0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$645 Million0.16% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$618 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.66MShares$563 Million0.92% of portfolio
-
Morgan Stanley New York, NY6.14MShares$451 Million0.03% of portfolio