New Edge Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,269 shares of SPHQ stock, worth $359,451. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,269
Previous 4,607
14.37%
Holding current value
$359,451
Previous $309,000
14.24%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$848 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$836 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$595 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$535 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$524 Million9.98% of portfolio