Optivise Advisory Services LLC Invesco Exchange Traded Fd Tr Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 9,330 shares of SPGP stock, worth $987,487. This represents 0.53% of its overall portfolio holdings.
Number of Shares
9,330
Previous 10,714
12.92%
Holding current value
$987,487
Previous $1.12 Billion
12.74%
% of portfolio
0.53%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding SPGP
# of Institutions
354Shares Held
28MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$389 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$340 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$177 Million0.07% of portfolio
-
Retirement Planning Group1.42MShares$150 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$148 Million0.2% of portfolio