Sequent Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequent Planning LLC holds 14,278 shares of SPHQ stock, worth $996,033. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,278
Previous 28,811
50.44%
Holding current value
$996,033
Previous $1.83 Billion
47.5%
% of portfolio
0.33%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
585Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$859 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$847 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$547 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$540 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$535 Million9.98% of portfolio