Tru Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 258,141 shares of SPHQ stock, worth $18.2 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
258,141
Previous 256,344
0.7%
Holding current value
$18.2 Million
Previous $17.2 Million
0.34%
% of portfolio
1.09%
Previous 1.07%
Shares
12 transactions
Others Institutions Holding SPHQ
# of Institutions
584Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$867 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$855 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$552 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$545 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$540 Million9.98% of portfolio