Fulcrum Equity Management Invesco Exchange Traded Fd Tr Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 18,284 shares of SPHQ stock, worth $1.26 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
18,284
Previous 19,018
3.86%
Holding current value
$1.26 Million
Previous $1.21 Million
1.74%
% of portfolio
1.07%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$849 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$837 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$540 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$534 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$502 Million11.31% of portfolio