Birchcreek Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Birchcreek Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 8,806 shares of SPHQ stock, worth $580,227. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,806
Previous 13,435
34.45%
Holding current value
$580,227
Previous $811,000
31.07%
% of portfolio
0.32%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
533Shares Held
120MCall Options Held
4.1KPut Options Held
0-
Envestnet Asset Management Inc12.7MShares$834 Million0.29% of portfolio
-
First Command Advisory Services, Inc.12.3MShares$812 Million8.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$516 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$501 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$480 Million11.31% of portfolio