Plante Moran Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Plante Moran Financial Advisors, LLC
- $1.2 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
624Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$885 Million7.9% of portfolio
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Envestnet Asset Management Inc12.3MShares$872 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$621 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$558 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$546 Million9.98% of portfolio