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 $671,092. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,656
Previous 10,288
6.14%
Holding current value
$671,092
Previous $692,000
6.5%
% of portfolio
0.24%
Previous 0.26%
Shares
19 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$864 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$852 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$606 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$545 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$533 Million9.98% of portfolio