Wetherby Asset Management Inc Invesco Exchange Traded Fd Tr Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of Wetherby Asset Management Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wetherby Asset Management Inc holds 4,843 shares of SPHQ stock, worth $340,995. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,843
Previous 4,843
-0.0%
Holding current value
$340,995
Previous $307,000
5.86%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
608Shares Held
130MCall Options Held
6.9KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$875 Million7.9% of portfolio
-
Envestnet Asset Management Inc12.3MShares$863 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.72MShares$614 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.84MShares$552 Million1.14% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.67MShares$540 Million9.98% of portfolio