W.G. Shaheen & Associates Dba Whitney & CO Invesco Exchange Traded Fd Tr Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	$29.97 - $32.85 $30,839 - $33,802	-1,029 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$29.15 - $31.29 $29,995 - $32,197	1,029 New	1,029 $31,000

Others Institutions Holding SPHQ

# of Institutions

537

Shares Held

119M

Call Options Held

4.1K

Put Options Held

First Command Advisory Services, Inc.

12.3M
Shares

$841 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$829 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$535 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.6M
Shares

$519 Million
0.25% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

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