Sheets Smith Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
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 20,409 shares of SPHQ stock, worth $1.49 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,409
Previous 20,298
0.55%
Holding current value
$1.49 Million
Previous $1.45 Million
3.39%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
704Shares Held
131MCall Options Held
6.8KPut Options Held
13.4K-
Lpl Financial LLC Fort Mill, SC11.4MShares$830 Million0.29% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.25MShares$675 Million0.17% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$614 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$545 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.66MShares$486 Million0.03% of portfolio