Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 2025
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 146,164 shares of SPHQ stock, worth $10.7 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
146,164
Previous 138,360
5.64%
Holding current value
$10.7 Million
Previous $9.86 Million
8.65%
% of portfolio
3.0%
Previous 3.0%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
728Shares Held
138MCall Options Held
16.6KPut Options Held
14.5K-
Lpl Financial LLC Fort Mill, SC13.1MShares$963 Million0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$645 Million0.16% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$618 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.66MShares$563 Million0.92% of portfolio
-
Morgan Stanley New York, NY6.14MShares$451 Million0.03% of portfolio