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 $490 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
$490 Million
Previous $446 Million
9.8%
% of portfolio
11.31%
Previous 9.57%
Shares
7 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$828 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$817 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$527 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$521 Million0.24% of portfolio
-
Morgan Stanley New York, NY5.2MShares$350 Million0.03% of portfolio