Sound View Wealth Advisors Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 213,726 shares of SPHQ stock, worth $15.6 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
213,726
Previous 217,311
1.65%
Holding current value
$15.6 Million
Previous $14.4 Million
5.65%
% of portfolio
1.14%
Previous 1.2%
Shares
25 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