Kwb Wealth Invesco Exchange Traded Fd Tr Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kwb Wealth holds 249,523 shares of SPHQ stock, worth $17.1 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
249,523
Previous 208,749
19.53%
Holding current value
$17.1 Million
Previous $13.3 Million
26.56%
% of portfolio
2.08%
Previous 1.81%
Shares
6 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$844 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$832 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$537 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$530 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$499 Million11.31% of portfolio