Wj Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Wj Wealth Management, LLC
- $267 Million
- Q4 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 9,656 shares of SPHQ stock, worth $671,381. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,656
Previous 10,288
6.14%
Holding current value
$671,381
Previous $692,000
6.5%
% of portfolio
0.24%
Previous 0.26%
Shares
19 transactions
Others Institutions Holding SPHQ
# of Institutions
584Shares Held
124MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$856 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$844 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$545 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$538 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$534 Million9.98% of portfolio