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 $976,826. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,302
Previous 9,235
54.87%
Holding current value
$976,826
Previous $557,000
63.02%
% of portfolio
0.17%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding SPHQ
# of Institutions
537Shares Held
119MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$841 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$829 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$535 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$519 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio