Burns Matteson Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Burns Matteson Capital Management, LLC
- $159 Billion
- Q2 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 150,012 shares of SPHQ stock, worth $10 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
150,012
Previous 112,133
33.78%
Holding current value
$10 Million
Previous $6.78 Billion
40.69%
% of portfolio
5.99%
Previous 4.38%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
521Shares 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
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Wealth Enhancement Advisory Services, LLC7.46MShares$498 Million1.18% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$469 Million9.57% of portfolio