Sound View Wealth Advisors Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
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 213,558 shares of SPHQ stock, worth $14.6 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
213,558
Previous 205,749
3.8%
Holding current value
$14.6 Million
Previous $13.8 Million
3.42%
% of portfolio
1.17%
Previous 1.14%
Shares
23 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$848 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$836 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$595 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$535 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$524 Million9.98% of portfolio