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 $140 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
$140 Million
Previous $120 Million
16.89%
% of portfolio
0.94%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
563Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$823 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$812 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$524 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$518 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$487 Million11.31% of portfolio