Avaii Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Avaii Wealth Management, LLC
- $232 Million
- Q4 2025
A detailed history of Avaii Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 3,712 shares of SPHQ stock, worth $272,646. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,712
Previous 3,077
20.64%
Holding current value
$272,646
Previous $225,000
20.89%
% of portfolio
0.12%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SPHQ
# of Institutions
728Shares Held
137MCall Options Held
16.6KPut Options Held
14.5K-
Lpl Financial LLC Fort Mill, SC13.1MShares$963 Million0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$645 Million0.16% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$618 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.92MShares$581 Million0.89% of portfolio
-
Morgan Stanley New York, NY6.14MShares$451 Million0.03% of portfolio