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 $692,798. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,348

Holding current value

$692,798

% 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

627

Shares Held

132M

Call Options Held

5.3K

Put Options Held

First Command Advisory Services, Inc.

12.4M
Shares

$832 Million
7.9% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$820 Million
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$584 Million
0.25% of portfolio
Wealth Enhancement Advisory Services, LLC

8.16M
Shares

$547 Million
1.11% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.67M
Shares

$514 Million
9.98% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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