Sagace Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q4 2024
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 37,131 shares of SPHQ stock, worth $2.53 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
37,131
Previous 68,681
45.94%
Holding current value
$2.53 Million
Previous $4.68 Billion
46.79%
% of portfolio
1.86%
Previous 3.61%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
568Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$839 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$827 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$534 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$527 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$523 Million9.98% of portfolio