Carolinas Wealth Consulting LLC Invesco Exchange Traded Fd Tr Transaction History
Carolinas Wealth Consulting LLC
- $542 Million
- Q2 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 14,302 shares of SPHQ stock, worth $942,358. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,302
Previous 9,235
54.87%
Holding current value
$942,358
Previous $557,000
63.02%
% of portfolio
0.17%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding SPHQ
# of Institutions
533Shares Held
120MCall Options Held
4.1KPut Options Held
0-
Envestnet Asset Management Inc12.7MShares$834 Million0.29% of portfolio
-
First Command Advisory Services, Inc.12.3MShares$812 Million8.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$516 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$501 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$480 Million11.31% of portfolio