Evermay Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
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 $2,656. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$2,656
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
629Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$826 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$814 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$579 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC8.16MShares$542 Million1.11% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$510 Million9.98% of portfolio