Crestwood Advisors Group LLC Invesco Exchange Traded Fd Tr Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
A detailed history of Crestwood Advisors Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 39,482 shares of SPHQ stock, worth $2.64 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
39,482
Previous 40,069
1.46%
Holding current value
$2.64 Million
Previous $2.55 Million
4.32%
% of portfolio
0.05%
Previous 0.05%
Shares
26 transactions
Others Institutions Holding SPHQ
# of Institutions
563Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$823 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$812 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$524 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$518 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$487 Million11.31% of portfolio