Optivise Advisory Services LLC Invesco Exchange Traded Fd Tr Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 27,946 shares of SPHQ stock, worth $1.91 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
27,946Holding current value
$1.91 Million% of portfolio
0.99%Shares
1 transactions
Others Institutions Holding SPHQ
# of Institutions
564Shares Held
123MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.3MShares$844 Million8.0% of portfolio
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Envestnet Asset Management Inc12.1MShares$832 Million0.27% of portfolio
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Wealth Enhancement Advisory Services, LLC7.83MShares$537 Million1.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.74MShares$530 Million0.24% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$499 Million11.31% of portfolio