Wetherby Asset Management Inc Invesco Exchange Traded Fd Tr Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 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 4,843 shares of SPHQ stock, worth $323,657. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,843
Previous 4,843
-0.0%
Holding current value
$323,657
Previous $307,000
5.86%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
563Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$823 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$812 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$524 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$518 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$487 Million11.31% of portfolio