Cliftonlarsonallen Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 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 7,280,618 shares of SPHQ stock, worth $494 Million. This represents 11.31% of its overall portfolio holdings.
Number of Shares
7,280,618
Previous 7,019,899
3.71%
Holding current value
$494 Million
Previous $446 Million
9.8%
% of portfolio
11.31%
Previous 9.57%
Shares
7 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$836 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$825 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$532 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$526 Million0.24% of portfolio
-
Morgan Stanley New York, NY5.2MShares$353 Million0.03% of portfolio