Stonebridge Financial Planning Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 115,531 shares of SPHQ stock, worth $7.72 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
115,531
Previous 107,935
7.04%
Holding current value
$7.72 Million
Previous $6.52 Million
12.56%
% of portfolio
3.83%
Previous 3.59%
Shares
17 transactions
Others Institutions Holding SPHQ
# of Institutions
532Shares 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