Wetherby Asset Management Inc Invesco Exchange Traded Fd Tr Transaction History
Wetherby Asset Management Inc
- $2.19 Billion
- Q2 2025
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 6,104 shares of SPHQ stock, worth $445,775. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,104
Previous 4,830
26.38%
Holding current value
$445,775
Previous $323,000
34.37%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
704Shares Held
131MCall Options Held
6.8KPut Options Held
13.4K-
Lpl Financial LLC Fort Mill, SC11.4MShares$830 Million0.29% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.25MShares$675 Million0.17% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$614 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$545 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.66MShares$486 Million0.03% of portfolio