Sheets Smith Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,284 shares of SPHQ stock, worth $228,763. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,284Holding current value
$228,763% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
626Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$866 Million7.9% of portfolio
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Envestnet Asset Management Inc12.3MShares$854 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$607 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC7.84MShares$546 Million1.14% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$535 Million9.98% of portfolio