Carson Allaria Wealth Management, Ltd. Invesco Exchange Traded Fd Tr Transaction History
Carson Allaria Wealth Management, Ltd.
- $167 Million
- Q1 2025
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 11,923 shares of SPHQ stock, worth $845,698. This represents 0.47% of its overall portfolio holdings.
Number of Shares
11,923
Previous 11,923
-0.0%
Holding current value
$845,698
Previous $799,000
1.13%
% of portfolio
0.47%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
659Shares Held
118MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$712 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$548 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$542 Million1.03% of portfolio
-
Morgan Stanley New York, NY6.42MShares$456 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$391 Million0.1% of portfolio