Total Wealth Planning & Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Total Wealth Planning & Management, Inc.
- $110 Billion
- Q4 2024
A detailed history of Total Wealth Planning & Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,020 shares of SPHQ stock, worth $210,373. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,020Holding current value
$210,373% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$866 Million7.9% of portfolio
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Envestnet Asset Management Inc12.3MShares$854 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$607 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$546 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$535 Million9.98% of portfolio