Bogart Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
Bogart Wealth, LLC
- $1.98 Billion
- Q2 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 $30,995. This represents 0.0% of its overall portfolio holdings.
Number of Shares
464
Previous 591
21.49%
Holding current value
$30,995
Previous $35,000
17.14%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
519Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$876 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$845 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$508 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$498 Million1.18% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$469 Million9.57% of portfolio