Evermay Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 40 shares of SPHQ stock, worth $2,838. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$2,838
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
623Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$882 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$870 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$619 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$556 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$545 Million9.98% of portfolio