Compass Ion Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 39,076 shares of SPHQ stock, worth $2.58 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
39,076
Previous 30,521
28.03%
Holding current value
$2.58 Million
Previous $2.05 Million
26.75%
% of portfolio
0.33%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
629Shares Held
111MCall Options Held
5.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.72MShares$577 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$511 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$505 Million1.03% of portfolio
-
Morgan Stanley New York, NY5.48MShares$362 Million0.03% of portfolio
-
Fifth Third Bancorp4.35MShares$288 Million1.1% of portfolio