Wj Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Wj Wealth Management, LLC
- $268 Million
- Q2 2024
A detailed history of Wj Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wj Wealth Management, LLC holds 13,156 shares of SPHQ stock, worth $883,425. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,156
Previous 13,156
-0.0%
Holding current value
$883,425
Previous $794,000
5.16%
% of portfolio
0.31%
Previous 0.32%
Shares
17 transactions
Others Institutions Holding SPHQ
# of Institutions
520Shares Held
118MCall Options Held
4.1KPut Options Held
0-
First Command Advisory Services, Inc.13.1MShares$881 Million8.65% of portfolio
-
Envestnet Asset Management Inc12.7MShares$850 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$510 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$501 Million1.18% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.02MShares$471 Million9.57% of portfolio