Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 4,763 shares of SPHQ stock, worth $333,076. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,763
Previous 4,272
11.49%
Holding current value
$333,076
Previous $287,000
11.15%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SPHQ
# of Institutions
597Shares Held
127MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$870 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.1MShares$849 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$548 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$542 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$537 Million9.98% of portfolio