Sequent Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Sequent Planning LLC
- $292 Billion
- Q2 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 28,811 shares of SPHQ stock, worth $1.9 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
28,811
Previous 30,472
5.45%
Holding current value
$1.9 Million
Previous $1.84 Billion
0.63%
% of portfolio
0.63%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
533Shares Held
120MCall Options Held
4.1KPut Options Held
0-
Envestnet Asset Management Inc12.7MShares$834 Million0.29% of portfolio
-
First Command Advisory Services, Inc.12.3MShares$812 Million8.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$516 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$501 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$480 Million11.31% of portfolio