Cedar Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cedar Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Cedar Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 95,060 shares of SPHQ stock, worth $6.48 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
95,060
Previous 79,632
19.37%
Holding current value
$6.48 Million
Previous $5.36 Million
18.95%
% of portfolio
2.3%
Previous 1.66%
Shares
17 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$848 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$836 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$595 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$535 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$524 Million9.98% of portfolio