Collaborative Wealth Managment Inc. Invesco Exchange Traded Fd Tr Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 9,838 shares of SPHQ stock, worth $671,935. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,838
Previous 10,389
5.3%
Holding current value
$671,935
Previous $627,000
0.32%
% of portfolio
0.31%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding SPHQ
# of Institutions
539Shares Held
120MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$841 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$829 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$535 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$529 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio