Carson Allaria Wealth Management, Ltd. Invesco Exchange Traded Fd Tr Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 2024
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 $809,571. This represents 0.47% of its overall portfolio holdings.
Number of Shares
11,923
Previous 11,923
-0.0%
Holding current value
$809,571
Previous $757,000
5.94%
% of portfolio
0.47%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$836 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$825 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$532 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$526 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$494 Million11.31% of portfolio