Fulcrum Equity Management Invesco Exchange Traded Fd Tr Transaction History
Fulcrum Equity Management
- $108 Million
- Q2 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 19,018 shares of SPHQ stock, worth $1.3 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
19,018Holding current value
$1.3 Million% of portfolio
1.12%Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
537Shares Held
119MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$841 Million8.0% of portfolio
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Envestnet Asset Management Inc12.1MShares$829 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$535 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.6MShares$519 Million0.25% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio