Kovitz Investment Group Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,093,687 shares of SPHQ stock, worth $143 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
2,093,687
Previous 1,896,334
10.41%
Holding current value
$143 Million
Previous $120 Million
16.89%
% of portfolio
0.94%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
568Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$839 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$827 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$534 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$527 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$523 Million9.98% of portfolio