Curtis Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Curtis Advisory Group, LLC
- $334 Million
- Q3 2024
A detailed history of Curtis Advisory Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 25,474 shares of SPHQ stock, worth $1.74 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
25,474
Previous 20,401
24.87%
Holding current value
$1.74 Million
Previous $1.3 Million
32.18%
% of portfolio
0.51%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
537Shares Held
119MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$841 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$829 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$535 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$519 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio