Cerro Pacific Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Cerro Pacific Wealth Advisors LLC
- $297 Million
- Q4 2024
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 43,603 shares of SPHQ stock, worth $3.04 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
43,603
Previous 31,224
39.65%
Holding current value
$3.04 Million
Previous $2.1 Million
39.14%
% of portfolio
0.98%
Previous 0.77%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$866 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$854 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$607 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$546 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$535 Million9.98% of portfolio