Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 17,458 shares of SPHQ stock, worth $1.19 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
17,458
Previous 32,300
45.95%
Holding current value
$1.19 Million
Previous $1.95 Billion
39.82%
% of portfolio
0.5%
Previous 1.5%
Shares
3 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
-
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, SC7.6MShares$519 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio