Johnson & White Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Johnson & White Wealth Management, LLC
- $165 Million
- Q4 2024
A detailed history of Johnson & White Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 38,023 shares of SPGP stock, worth $4.09 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
38,023
Previous 35,250
7.87%
Holding current value
$4.09 Million
Previous $3.69 Million
8.08%
% of portfolio
2.41%
Previous 3.18%
Shares
9 transactions
Others Institutions Holding SPGP
# of Institutions
352Shares Held
28.2MCall Options Held
3.4KPut Options Held
2K-
Morgan Stanley New York, NY3.99MShares$429 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$345 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$180 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$150 Million0.2% of portfolio
-
Retirement Planning Group1.27MShares$136 Million8.41% of portfolio