Sagace Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of Sagace Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sagace Wealth Management LLC holds 30,223 shares of SPHQ stock, worth $2.18 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
30,223
Previous 38,024
20.52%
Holding current value
$2.18 Million
Previous $2.52 Billion
14.62%
% of portfolio
1.61%
Previous 1.9%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
694Shares Held
119MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$723 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.04MShares$579 Million9.64% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$537 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.42MShares$462 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$396 Million0.1% of portfolio