Insight Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
Shares
10 transactions
Others Institutions Holding SPGP
# of Institutions
353Shares Held
33.2MCall Options Held
10.3KPut Options Held
300-
Morgan Stanley New York, NY4.55MShares$483 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.64MShares$386 Million0.19% of portfolio
-
Envestnet Asset Management Inc2.23MShares$237 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$154 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.39MShares$147 Million0.21% of portfolio