Cliftonlarsonallen Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 7,280,618 shares of SPHQ stock, worth $493 Million. This represents 11.31% of its overall portfolio holdings.
Number of Shares
7,280,618
Previous 7,019,899
3.71%
Holding current value
$493 Million
Previous $446 Million
9.8%
% of portfolio
11.31%
Previous 9.57%
Shares
7 transactions
Others Institutions Holding SPHQ
# of Institutions
532Shares Held
119MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$888 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$856 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$514 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$505 Million1.18% of portfolio
-
Morgan Stanley New York, NY4.62MShares$313 Million0.02% of portfolio