Carolinas Wealth Consulting LLC Invesco Exchange Traded Fd Tr Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 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 66,116 shares of SPHQ stock, worth $4.74 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
66,116
Previous 19,283
242.87%
Holding current value
$4.74 Million
Previous $1.3 Million
241.63%
% of portfolio
0.8%
Previous 0.22%
Shares
21 transactions
Others Institutions Holding SPHQ
# of Institutions
665Shares Held
119MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$720 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$554 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$535 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.42MShares$461 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$395 Million0.1% of portfolio