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 $370,081. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,571
Previous 5,510
1.11%
Holding current value
$370,081
Previous $332,000
6.33%
% of portfolio
0.09%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding SPHQ
# of Institutions
628Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$826 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$814 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$579 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC8.16MShares$542 Million1.11% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$510 Million9.98% of portfolio