Carolinas Wealth Consulting LLC Invesco Exchange Traded Fd Tr Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 19,283 shares of SPHQ stock, worth $1.32 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
19,283
Previous 14,302
34.83%
Holding current value
$1.32 Million
Previous $908,000
42.84%
% of portfolio
0.22%
Previous 0.17%
Shares
20 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$844 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$832 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$537 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$530 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$499 Million11.31% of portfolio