Total Wealth Planning & Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,020 shares of SPHQ stock, worth $216,141. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,020
Previous 3,020
-0.0%
Holding current value
$216,141
Previous $200 Million
7.42%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
688Shares Held
118MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$719 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.04MShares$576 Million9.64% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$534 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.42MShares$460 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$394 Million0.1% of portfolio