Fulcrum Equity Management Invesco Exchange Traded Fd Tr Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 18,284 shares of SPHQ stock, worth $1.3 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
18,284
Previous 19,018
3.86%
Holding current value
$1.3 Million
Previous $1.21 Million
1.74%
% of portfolio
1.07%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
620Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$884 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$871 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$620 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$558 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$546 Million9.98% of portfolio