Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 54,722 shares of SPHQ stock, worth $3.59 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
54,722
Previous 33,092
65.36%
Holding current value
$3.59 Million
Previous $2.23 Billion
64.77%
% of portfolio
0.1%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
628Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$817 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$805 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$573 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC8.16MShares$536 Million1.11% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$504 Million9.98% of portfolio