Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 31,889 shares of SPGP stock, worth $3.38 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
31,889
Previous 36,049
11.54%
Holding current value
$3.38 Million
Previous $3.77 Billion
8.46%
% of portfolio
0.12%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SPGP
# of Institutions
354Shares Held
28MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$389 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$340 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$177 Million0.07% of portfolio
-
Retirement Planning Group1.42MShares$150 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$148 Million0.2% of portfolio