Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,896 shares of SPHQ stock, worth $537,796. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,896
Previous 9,493
16.82%
Holding current value
$537,796
Previous $603,000
11.94%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
568Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$839 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$827 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$534 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$527 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$523 Million9.98% of portfolio