Burns Matteson Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Burns Matteson Capital Management, LLC
- $178 Billion
- Q4 2024
A detailed history of Burns Matteson Capital Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 198,520 shares of SPHQ stock, worth $13.9 Million. This represents 7.46% of its overall portfolio holdings.
Number of Shares
198,520
Previous 185,991
6.74%
Holding current value
$13.9 Million
Previous $12.5 Billion
6.36%
% of portfolio
7.46%
Previous 7.02%
Shares
6 transactions
Others Institutions Holding SPHQ
# of Institutions
623Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$872 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$859 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$611 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$550 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$538 Million9.98% of portfolio