One Ascent Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
One Ascent Wealth Management LLC
- $192 Million
- Q2 2024
A detailed history of One Ascent Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 7,761 shares of SPHQ stock, worth $509,664. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,761Holding current value
$509,664% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
533Shares Held
119MCall Options Held
4.1KPut Options Held
0-
Envestnet Asset Management Inc12.7MShares$831 Million0.29% of portfolio
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First Command Advisory Services, Inc.12.3MShares$809 Million8.0% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$514 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.6MShares$499 Million0.25% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$478 Million11.31% of portfolio