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 $954,198. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,278
Previous 28,811
50.44%
Holding current value
$954,198
Previous $1.83 Billion
47.5%
% of portfolio
0.33%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
563Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$823 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$812 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$524 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$518 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$487 Million11.31% of portfolio