Cerro Pacific Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Cerro Pacific Wealth Advisors LLC
- $273 Million
- Q3 2024
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 31,224 shares of SPHQ stock, worth $2.07 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
31,224
Previous 29,824
4.69%
Holding current value
$2.07 Million
Previous $1.9 Million
10.82%
% of portfolio
0.77%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$815 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$803 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$518 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$512 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$482 Million11.31% of portfolio