Sagace Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Sagace Wealth Management LLC
- $132 Billion
- Q1 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 38,024 shares of SPHQ stock, worth $2.52 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
38,024
Previous 37,131
2.4%
Holding current value
$2.52 Million
Previous $2.49 Billion
1.35%
% of portfolio
1.9%
Previous 1.86%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
630Shares Held
122MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$823 Million7.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$577 Million0.25% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$511 Million9.57% of portfolio
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Wealth Enhancement Advisory Services, LLC7.64MShares$505 Million1.03% of portfolio
-
Morgan Stanley New York, NY5.48MShares$362 Million0.03% of portfolio