Wms Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wms Partners, LLC

$1.74 Billion
Q4 2024

A detailed history of Wms Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wms Partners, LLC holds 10,348 shares of SPHQ stock, worth $725,705. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,348

Holding current value

$725,705

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$65.67 - $69.79 $679,553 - $722,186	10,348 New	10,348 $693,000

Others Institutions Holding SPHQ

# of Institutions

623

Shares Held

131M

Call Options Held

5.3K

Put Options Held

First Command Advisory Services, Inc.

12.4M
Shares

$872 Million
7.9% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$859 Million
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$611 Million
0.25% of portfolio
Wealth Enhancement Advisory Services, LLC

7.84M
Shares

$550 Million
1.14% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.67M
Shares

$538 Million
9.98% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wms Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wms Partners, LLC with notifications on news.

Account