Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 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 128,941 shares of SPHQ stock, worth $9.15 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
128,941
Previous 121,984
5.7%
Holding current value
$9.15 Million
Previous $8.18 Million
4.61%
% of portfolio
2.88%
Previous 2.71%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
659Shares Held
118MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$712 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$548 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$542 Million1.03% of portfolio
-
Morgan Stanley New York, NY6.42MShares$456 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$391 Million0.1% of portfolio