Levy Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Levy Wealth Management Group, LLC

$390 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPHQ

# of Institutions

563

Shares Held

123M

Call Options Held

6.9K

Put Options Held

0

First Command Advisory Services, Inc.

12.3M
Shares

$823 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$812 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$524 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$518 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$487 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Levy Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.