Dynamic Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 94,910 shares of SPHQ stock, worth $6.93 Million. This represents 4.9% of its overall portfolio holdings.
Number of Shares
94,910
Previous 90,770
4.56%
Holding current value
$6.93 Million
Previous $6.02 Million
12.32%
% of portfolio
4.9%
Previous 5.04%
Shares
7 transactions
Others Institutions Holding SPHQ
# of Institutions
704Shares Held
131MCall Options Held
6.8KPut Options Held
13.4K-
Lpl Financial LLC Fort Mill, SC11.4MShares$830 Million0.29% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.25MShares$675 Million0.17% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$614 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$545 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.66MShares$486 Million0.03% of portfolio