Wetherby Asset Management Inc Invesco Exchange Traded Fd Tr Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wetherby Asset Management Inc holds 4,830 shares of SPHQ stock, worth $304,290. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,830
Previous 4,843
0.27%
Holding current value
$304,290
Previous $325,000
0.62%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
629Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$783 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$772 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$549 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$487 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$481 Million1.03% of portfolio