Evermay Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Evermay Wealth Management LLC
- $806 Million
- Q2 2025
A detailed history of Evermay Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 40 shares of SPHQ stock, worth $2,921. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$2,921
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
703Shares 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