Stonebridge Financial Planning Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 115,531 shares of SPHQ stock, worth $7.71 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
115,531
Previous 107,935
7.04%
Holding current value
$7.71 Million
Previous $6.52 Million
12.56%
% of portfolio
3.83%
Previous 3.59%
Shares
17 transactions
Others Institutions Holding SPHQ
# of Institutions
521Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$876 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$845 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC7.6MShares$508 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.46MShares$498 Million1.18% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$469 Million9.57% of portfolio