Pathstone Family Office, LLC Invesco Exchange Traded Fd Tr Put Options Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2021 Aug 16, 2021	BUY	$44.72 - $48.6 $217,965 - $236,876	4,874 New	4,874 $237,000

Others Institutions Holding SPHQ

# of Institutions

629

Shares Held

132M

Call Options Held

5.3K

Put Options Held

0

First Command Advisory Services, Inc.

12.4M
Shares

$826 Million
7.9% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$814 Million
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$579 Million
0.25% of portfolio
Wealth Enhancement Advisory Services, LLC

8.16M
Shares

$542 Million
1.11% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.67M
Shares

$510 Million
9.98% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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