Capital Advisors Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 4,952 shares of SPHD stock, worth $233,090. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,952
Previous 4,985
0.66%
Holding current value
$233,090
Previous $240,000
3.33%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding SPHD
# of Institutions
378Shares Held
24MCall Options Held
47.6KPut Options Held
19.1K-
Morgan Stanley New York, NY2.96MShares$139 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.28MShares$107 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.14MShares$53.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.13MShares$53.2 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA995KShares$46.8 Million0.1% of portfolio