Iag Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Iag Wealth Partners, LLC
- $535 Million
- Q3 2024
A detailed history of Iag Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 103,698 shares of SPHQ stock, worth $6.83 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
103,698
Previous 110,201
5.9%
Holding current value
$6.83 Million
Previous $7 Million
0.39%
% of portfolio
1.3%
Previous 1.42%
Shares
9 transactions
Others Institutions Holding SPHQ
# of Institutions
533Shares Held
120MCall Options Held
4.1KPut Options Held
0-
Envestnet Asset Management Inc12.7MShares$834 Million0.29% of portfolio
-
First Command Advisory Services, Inc.12.3MShares$812 Million8.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$516 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$501 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$480 Million11.31% of portfolio