One Ascent Family Office, LLC Invesco Exchange Traded Fd Tr Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
A detailed history of One Ascent Family Office, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, One Ascent Family Office, LLC holds 6,657 shares of SPHQ stock, worth $488,956. This represents 0.5% of its overall portfolio holdings.
Number of Shares
6,657
Previous 2,957
125.13%
Holding current value
$488,956
Previous $211,000
130.81%
% of portfolio
0.5%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
729Shares Held
137MCall Options Held
16.6KPut Options Held
14.5K-
Lpl Financial LLC Fort Mill, SC13.1MShares$963 Million0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$645 Million0.16% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$618 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.92MShares$581 Million0.89% of portfolio
-
Morgan Stanley New York, NY6.14MShares$451 Million0.03% of portfolio