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 $325,252. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,830
Previous 4,843
0.27%
Holding current value
$325,252
Previous $325,000
0.62%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$837 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$825 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$587 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC8.16MShares$550 Million1.11% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$517 Million9.98% of portfolio