9258 Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,313 shares of SPGP stock, worth $305,922. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,313
Previous 2,533
30.79%
Holding current value
$305,922
Previous $260,000
33.08%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SPGP
# of Institutions
359Shares Held
26.2MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$339 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$297 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$155 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$129 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$115 Million0.01% of portfolio