Sterling Group Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Sterling Group Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 368,579 shares of SPHQ stock, worth $24 Million. This represents 13.46% of its overall portfolio holdings.
Number of Shares
368,579
Previous 3,767
9684.42%
Holding current value
$24 Million
Previous $228 Million
89.71%
% of portfolio
13.46%
Previous 13.98%
Shares
7 transactions
Others Institutions Holding SPHQ
# of Institutions
519Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$856 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$826 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC7.6MShares$496 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.46MShares$487 Million1.18% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$458 Million9.57% of portfolio