Iag Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Iag Wealth Partners, LLC
- $544 Million
- Q4 2024
A detailed history of Iag Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 96,274 shares of SPHQ stock, worth $6.69 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
96,274
Previous 103,698
7.16%
Holding current value
$6.69 Million
Previous $6.98 Million
7.48%
% of portfolio
1.19%
Previous 1.3%
Shares
10 transactions
Others Institutions Holding SPHQ
# of Institutions
627Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$864 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$852 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$606 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$545 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$533 Million9.98% of portfolio