Bogart Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 464 shares of SPHQ stock, worth $31,992. This represents 0.0% of its overall portfolio holdings.
Number of Shares
464
Previous 464
-0.0%
Holding current value
$31,992
Previous $29,000
6.9%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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
-
Envestnet Asset Management Inc12.1MShares$837 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$540 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$534 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$502 Million11.31% of portfolio