Lakeridge Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
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 4,456 shares of SPHQ stock, worth $307,241. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,456
Previous 4,456
-0.0%
Holding current value
$307,241
Previous $283 Million
5.87%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$849 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$837 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$540 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$534 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$502 Million11.31% of portfolio