Edge Financial Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Edge Financial Advisors LLC holds 36,410 shares of SPHQ stock, worth $2.49 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
36,410
Previous 18,516
96.64%
Holding current value
$2.49 Million
Previous $1.13 Billion
116.57%
% of portfolio
2.17%
Previous 1.0%
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$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