Sheets Smith Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,284 shares of SPHQ stock, worth $228,336. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,284Holding current value
$228,336% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
577Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$856 Million8.0% of portfolio
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Envestnet Asset Management Inc12.1MShares$844 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$545 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$538 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$534 Million9.98% of portfolio