Carson Allaria Wealth Management, Ltd. Invesco Exchange Traded Fd Tr Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 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 $777,618. This represents 0.47% of its overall portfolio holdings.
Number of Shares
11,923
Previous 11,923
-0.0%
Holding current value
$777,618
Previous $802,000
0.37%
% of portfolio
0.47%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
630Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$811 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$799 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$569 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$504 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$498 Million1.03% of portfolio