Kovitz Investment Group Partners, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPHQ
# of Institutions
563Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$826 Million8.0% of portfolio
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Envestnet Asset Management Inc12.1MShares$814 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$525 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$519 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$488 Million11.31% of portfolio