Capital Planning Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 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 526,580 shares of SPHQ stock, worth $37.3 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
526,580
Previous 492,711
6.87%
Holding current value
$37.3 Million
Previous $33.1 Million
6.49%
% of portfolio
5.67%
Previous 5.19%
Shares
10 transactions
Others Institutions Holding SPHQ
# of Institutions
620Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$881 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$868 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$617 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$555 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$543 Million9.98% of portfolio