Beaumont Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,138 shares of SPHQ stock, worth $222,233. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,138
Previous 3,352
6.38%
Holding current value
$222,233
Previous $225,000
6.67%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
621Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$881 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$868 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$617 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$555 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$543 Million9.98% of portfolio