Trinity Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 4,302 shares of SPHQ stock, worth $287,545. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,302
Previous 4,367
1.49%
Holding current value
$287,545
Previous $277,000
4.33%
% of portfolio
0.13%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$823 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$812 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$524 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$518 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$487 Million11.31% of portfolio