Mc Kinley Carter Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.54 Billion
- Q2 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 21,737 shares of SPHQ stock, worth $1.45 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
21,737
Previous 24,017
9.49%
Holding current value
$1.45 Million
Previous $1.45 Million
4.82%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding SPHQ
# of Institutions
521Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$874 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$843 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$506 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$497 Million1.18% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$467 Million9.57% of portfolio