Carson Allaria Wealth Management, Ltd. Invesco Exchange Traded Fd Tr Call Options Transaction History
Carson Allaria Wealth Management, Ltd.
- $185 Million
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding SPHQ
# of Institutions
711Shares Held
131MCall Options Held
6.8KPut Options Held
13.4K- 
    
      Lpl Financial LLC Fort Mill, SC11.4MShares$830 Million0.29% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN9.25MShares$675 Million0.17% of portfolio
- 
    
      Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$614 Million9.77% of portfolio
- 
    
      Wealth Enhancement Advisory Services, LLC7.66MShares$560 Million0.92% of portfolio
- 
    
      Morgan Stanley New York, NY6.66MShares$486 Million0.03% of portfolio