Levy Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 5,571 shares of SPHQ stock, worth $380,053. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,571
Previous 5,510
1.11%
Holding current value
$380,053
Previous $332,000
6.33%
% of portfolio
0.09%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$848 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$836 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$595 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$535 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$524 Million9.98% of portfolio