Evermay Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 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 $2,732. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$2,732
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
539Shares Held
120MCall 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, SC7.74MShares$529 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio