Total Wealth Planning & Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 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 $196,964. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,020
Previous 3,020
-0.0%
Holding current value
$196,964
Previous $202 Million
1.03%
% of portfolio
0.19%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
630Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$811 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$799 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$569 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$504 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$498 Million1.03% of portfolio