Mark Sheptoff Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Mark Sheptoff Financial Planning, LLC
- $179 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
484Shares Held
97.4MCall Options Held
14.5KPut Options Held
6.4K-
First Command Advisory Services, Inc.13.7MShares$873 Million8.71% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.98MShares$443 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC6.78MShares$431 Million0.22% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC6.62MShares$420 Million9.1% of portfolio
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Fifth Third Bancorp4.62MShares$294 Million1.1% of portfolio