Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Schwallier Wealth Management LLC
- $123 Billion
- Q2 2024
A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 424,691 shares of SPHQ stock, worth $28.4 Million. This represents 21.93% of its overall portfolio holdings.
Number of Shares
424,691
Previous 410,698
3.41%
Holding current value
$28.4 Million
Previous $24.8 Billion
8.75%
% of portfolio
21.93%
Previous 19.99%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
531Shares Held
119MCall Options Held
4.1KPut Options Held
0-
Envestnet Asset Management Inc12.7MShares$846 Million0.29% of portfolio
-
First Command Advisory Services, Inc.12.3MShares$823 Million8.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$524 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$508 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$487 Million11.31% of portfolio