Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 4,272 shares of SPHQ stock, worth $290,965. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,272
Previous 4,889
12.62%
Holding current value
$290,965
Previous $310,000
7.42%
% of portfolio
0.06%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
568Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$839 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$827 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$534 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$527 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$523 Million9.98% of portfolio