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 4,372 shares of SPHQ stock, worth $311,198. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,372
Previous 27,946
84.36%
Holding current value
$311,198
Previous $1.88 Billion
84.41%
% of portfolio
0.16%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
623Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$885 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$872 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$621 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$558 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$546 Million9.98% of portfolio