Evermay Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 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 $2,645. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$2,645
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
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$815 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$803 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$518 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$512 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$482 Million11.31% of portfolio