Lakeridge Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,020 shares of SPHQ stock, worth $370,777. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,020
Previous 5,020
-0.0%
Holding current value
$370,777
Previous $333 Million
7.42%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
707Shares Held
130MCall Options Held
6.8KPut Options Held
13.4K-
Lpl Financial LLC Fort Mill, SC11.4MShares$840 Million0.29% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.25MShares$683 Million0.17% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.04MShares$594 Million9.64% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$551 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.66MShares$492 Million0.03% of portfolio