Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$53.17 - $60.48 $9,942 - $11,309	187 New	187 $11,000
Q2 2021 Jul 27, 2021	BUY	$44.72 - $48.6 $19,095 - $20,752	427 New	427 $20,000
Q1 2021 May 11, 2021	SELL	$41.62 - $44.42 $24,472 - $26,118	-588 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$37.11 - $42.11 $21,820 - $24,760	588 New	588 $24,000

Others Institutions Holding SPHQ

# of Institutions

564

Shares Held

123M

Call Options Held

6.9K

Put Options Held

First Command Advisory Services, Inc.

12.3M
Shares

$815 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$803 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.84M
Shares

$518 Million
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$512 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$482 Million
11.31% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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