Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History
Institute For Wealth Management, Llc.
- $781 Million
- Q3 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 29,054 shares of SPHQ stock, worth $1.98 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
29,054
Previous 28,721
1.16%
Holding current value
$1.98 Million
Previous $1.82 Million
7.13%
% of portfolio
0.25%
Previous 0.25%
Shares
18 transactions
Others Institutions Holding SPHQ
# of Institutions
563Shares Held
123MCall Options Held
6.9KPut 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, SC7.74MShares$528 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio