Summit Trail Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Summit Trail Advisors, LLC
- $5.73 Billion
- Q2 2025
A detailed history of Summit Trail Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,935 shares of SPHQ stock, worth $506,463. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,935
Previous 6,435
7.77%
Holding current value
$506,463
Previous $426,000
15.96%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
703Shares 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