Wj Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Wj Wealth Management, LLC
- $267 Million
- Q3 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 10,288 shares of SPHQ stock, worth $699,069. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,288
Previous 13,156
21.8%
Holding current value
$699,069
Previous $835,000
17.13%
% of portfolio
0.26%
Previous 0.31%
Shares
18 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$837 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$825 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$532 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$526 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$495 Million11.31% of portfolio