One Ascent Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
One Ascent Wealth Management LLC
- $192 Million
- Q2 2024
A detailed history of One Ascent Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 7,761 shares of SPHQ stock, worth $518,434. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,761Holding current value
$518,434% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
519Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$876 Million8.65% of portfolio
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Envestnet Asset Management Inc12.7MShares$845 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC7.6MShares$508 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.46MShares$498 Million1.18% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$469 Million9.57% of portfolio