Shepherd Kaplan Krochuk, LLC Invesco Exchange Traded Fd Tr Transaction History
Shepherd Kaplan Krochuk, LLC
- $116 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
630Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$811 Million7.9% of portfolio
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Envestnet Asset Management Inc12.3MShares$799 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$569 Million0.25% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$504 Million9.57% of portfolio
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Wealth Enhancement Advisory Services, LLC7.64MShares$498 Million1.03% of portfolio