Sugarloaf Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 364 shares of SPHQ stock, worth $26,735. This represents 0.0% of its overall portfolio holdings.
Number of Shares
364
Previous 363
0.28%
Holding current value
$26,735
Previous $24,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPHQ
# of Institutions
730Shares Held
137MCall Options Held
16.6KPut Options Held
14.5K-
Lpl Financial LLC Fort Mill, SC13.1MShares$963 Million0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$645 Million0.16% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$618 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.66MShares$563 Million0.92% of portfolio
-
Morgan Stanley New York, NY6.14MShares$451 Million0.03% of portfolio