Evernest Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Evernest Financial Advisors, LLC
- $363 Million
- Q4 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 12,050 shares of SPHQ stock, worth $822,051. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,050
Previous 12,050
-0.0%
Holding current value
$822,051
Previous $810,000
0.37%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$848 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$836 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$595 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$535 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$524 Million9.98% of portfolio