Mc Kinley Carter Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.56 Billion
- Q1 2025
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 18,372 shares of SPHQ stock, worth $1.17 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,372
Previous 18,992
3.26%
Holding current value
$1.17 Million
Previous $1.27 Million
5.26%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SPHQ
# of Institutions
631Shares Held
132MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$795 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$783 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$557 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$494 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$488 Million1.03% of portfolio