Lakeridge Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 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 $332,073. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,020
Previous 4,875
2.97%
Holding current value
$332,073
Previous $327 Million
1.91%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
631Shares Held
111MCall Options Held
5.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.72MShares$577 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$511 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$505 Million1.03% of portfolio
-
Morgan Stanley New York, NY5.48MShares$362 Million0.03% of portfolio
-
Fifth Third Bancorp4.35MShares$288 Million1.1% of portfolio