Tru Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Tru Wealth Advisors, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 256,344 shares of SPHQ stock, worth $17.1 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
256,344
Previous 252,223
1.63%
Holding current value
$17.1 Million
Previous $16 Million
7.6%
% of portfolio
1.07%
Previous 1.08%
Shares
11 transactions
Others Institutions Holding SPHQ
# of Institutions
538Shares Held
120MCall Options Held
4.1KPut Options Held
0-
Envestnet Asset Management Inc12.7MShares$842 Million0.29% of portfolio
-
First Command Advisory Services, Inc.12.3MShares$820 Million8.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.83MShares$522 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.6MShares$506 Million0.25% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$485 Million11.31% of portfolio