Carolinas Wealth Consulting LLC Invesco Exchange Traded Fd Tr Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 19,283 shares of SPHQ stock, worth $1.37 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
19,283
Previous 14,302
34.83%
Holding current value
$1.37 Million
Previous $908,000
42.84%
% of portfolio
0.22%
Previous 0.17%
Shares
20 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
-
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
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$543 Million9.98% of portfolio