Capital Planning Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Capital Planning Advisors, LLC
- $567 Million
- Q2 2024
A detailed history of Capital Planning Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 504,306 shares of SPHQ stock, worth $33.7 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
504,306
Previous 466,690
8.06%
Holding current value
$33.7 Million
Previous $28.2 Million
13.64%
% of portfolio
5.65%
Previous 5.08%
Shares
8 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
-
Wealth Enhancement Advisory Services, LLC7.46MShares$498 Million1.18% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$469 Million9.57% of portfolio