Wealth Management Resources, Inc. Invesco Exchange Traded Fd Tr Transaction History
Wealth Management Resources, Inc.
- $233 Million
- Q2 2024
A detailed history of Wealth Management Resources, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 122,737 shares of SPGP stock, worth $12.9 Million. This represents 5.42% of its overall portfolio holdings.
Number of Shares
122,737
Previous 122,813
0.06%
Holding current value
$12.9 Million
Previous $13.1 Million
3.55%
% of portfolio
5.42%
Previous 3.67%
Shares
4 transactions
Others Institutions Holding SPGP
# of Institutions
355Shares Held
33.3MCall Options Held
10.3KPut Options Held
300-
Morgan Stanley New York, NY4.55MShares$477 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.64MShares$382 Million0.19% of portfolio
-
Envestnet Asset Management Inc2.23MShares$234 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$152 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.39MShares$146 Million0.21% of portfolio