Sage View Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 7,484 shares of SPHQ stock, worth $510,708. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,484
Previous 7,733
3.22%
Holding current value
$510,708
Previous $491 Million
2.47%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SPHQ
# of Institutions
563Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$841 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$829 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$535 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$528 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$497 Million11.31% of portfolio