Kwb Wealth Invesco Exchange Traded Fd Tr Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kwb Wealth holds 291,139 shares of SPHQ stock, worth $20.6 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
291,139
Previous 253,007
15.07%
Holding current value
$20.6 Million
Previous $17 Million
12.75%
% of portfolio
2.44%
Previous 2.15%
Shares
8 transactions
Others Institutions Holding SPHQ
# of Institutions
660Shares Held
118MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$711 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$547 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$541 Million1.03% of portfolio
-
Morgan Stanley New York, NY6.42MShares$455 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$390 Million0.1% of portfolio