Carson Allaria Wealth Management, Ltd. Invesco Exchange Traded Fd Tr Transaction History
Carson Allaria Wealth Management, Ltd.
- $180 Million
- Q2 2025
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 11,923 shares of SPHQ stock, worth $869,425. This represents 0.47% of its overall portfolio holdings.
Number of Shares
11,923
Previous 11,923
-0.0%
Holding current value
$869,425
Previous $790,000
7.47%
% of portfolio
0.47%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
678Shares Held
119MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$732 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.04MShares$586 Million9.64% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.46MShares$544 Million0.96% of portfolio
-
Morgan Stanley New York, NY6.42MShares$468 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$401 Million0.1% of portfolio