Wagner Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Wagner Wealth Management, LLC
- $284 Million
- Q3 2024
A detailed history of Wagner Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 2,301 shares of SPHQ stock, worth $152,188. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,301
Previous 2,646
13.04%
Holding current value
$152,188
Previous $168,000
8.33%
% of portfolio
0.05%
Previous 0.07%
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$815 Million8.0% of portfolio
-
Envestnet Asset Management Inc12.1MShares$803 Million0.27% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$518 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.74MShares$512 Million0.24% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.28MShares$482 Million11.31% of portfolio