Burns Matteson Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Burns Matteson Capital Management, LLC
- $178 Billion
- Q3 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 185,991 shares of SPHQ stock, worth $12.9 Million. This represents 7.02% of its overall portfolio holdings.
Number of Shares
185,991
Previous 150,012
23.98%
Holding current value
$12.9 Million
Previous $9.53 Billion
31.26%
% of portfolio
7.02%
Previous 5.99%
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$856 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$844 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$544 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$538 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$506 Million11.31% of portfolio