Sugarloaf Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 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 363 shares of SPHQ stock, worth $24,858. This represents 0.0% of its overall portfolio holdings.
Number of Shares
363
Previous 362
0.28%
Holding current value
$24,858
Previous $23,000
4.35%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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
-
Envestnet Asset Management Inc12.1MShares$832 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$537 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$530 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$499 Million11.31% of portfolio