Kwb Wealth Invesco Exchange Traded Fd Tr Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kwb Wealth holds 253,007 shares of SPHQ stock, worth $17.7 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
253,007
Previous 249,523
1.4%
Holding current value
$17.7 Million
Previous $16.8 Million
1.04%
% of portfolio
2.15%
Previous 2.08%
Shares
7 transactions
Others Institutions Holding SPHQ
# of Institutions
623Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$872 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$859 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$611 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$550 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$538 Million9.98% of portfolio