Walter & Keenan Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Walter & Keenan Wealth Management LLC
- $304 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
486Shares Held
97.4MCall Options Held
14.5KPut Options Held
6.4K-
First Command Advisory Services, Inc.13.7MShares$888 Million8.71% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.98MShares$451 Million1.14% of portfolio
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Lpl Financial LLC Fort Mill, SC6.78MShares$438 Million0.22% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC6.62MShares$427 Million9.1% of portfolio
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Fifth Third Bancorp4.62MShares$298 Million1.1% of portfolio