Cliftonlarsonallen Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 7,673,847 shares of SPHQ stock, worth $538 Million. This represents 9.98% of its overall portfolio holdings.
Number of Shares
7,673,847
Previous 7,280,618
5.4%
Holding current value
$538 Million
Previous $490 Million
5.02%
% of portfolio
9.98%
Previous 11.31%
Shares
8 transactions
Others Institutions Holding SPHQ
# of Institutions
623Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$872 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$859 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$611 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$550 Million1.14% of portfolio
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Morgan Stanley New York, NY5.48MShares$384 Million0.03% of portfolio