Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $301 Million
- Q4 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 121,984 shares of SPHQ stock, worth $8.01 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
121,984Holding current value
$8.01 Million% of portfolio
2.71%Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
132MCall Options Held
5.3KPut Options Held
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First Command Advisory Services, Inc.12.4MShares$817 Million7.9% of portfolio
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Envestnet Asset Management Inc12.3MShares$805 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$573 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC8.16MShares$536 Million1.11% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$504 Million9.98% of portfolio