Jackson Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Jackson Wealth Management, LLC
- $340 Million
- Q2 2024
A detailed history of Jackson Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 85,089 shares of SPHQ stock, worth $5.76 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
85,089
Previous 148,121
42.55%
Holding current value
$5.76 Million
Previous $8.95 Million
39.59%
% of portfolio
1.59%
Previous 1.67%
Shares
7 transactions
Others Institutions Holding SPHQ
# of Institutions
532Shares Held
119MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$888 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$856 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC7.6MShares$514 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.46MShares$505 Million1.18% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$493 Million11.31% of portfolio