Concord Wealth Partners Invesco Exchange Traded Fd Tr Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concord Wealth Partners holds 117,319 shares of SPHQ stock, worth $8.03 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
117,319
Previous 113,584
3.29%
Holding current value
$8.03 Million
Previous $7.22 Million
9.35%
% of portfolio
1.33%
Previous 1.29%
Shares
9 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
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Lpl Financial LLC Fort Mill, SC7.74MShares$530 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$499 Million11.31% of portfolio