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 $4.39 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
66,116
Previous 19,283
242.87%
Holding current value
$4.39 Million
Previous $1.3 Million
241.63%
% of portfolio
0.8%
Previous 0.22%
Shares
21 transactions
Others Institutions Holding SPHQ
# of Institutions
629Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$826 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$814 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$579 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC8.16MShares$542 Million1.11% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$510 Million9.98% of portfolio