Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 28,721 shares of SPHQ stock, worth $1.89 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
28,721
Previous 28,720
-0.0%
Holding current value
$1.89 Million
Previous $1.74 Million
5.13%
% of portfolio
0.25%
Previous 0.23%
Shares
17 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