Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,519 shares of PEY stock, worth $312,884. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,519
Previous 14,164
2.51%
Holding current value
$312,884
Previous $293 Million
2.51%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding PEY
# of Institutions
213Shares Held
22.6MCall Options Held
40.8KPut Options Held
10.7K-
Bank Of America Corp Charlotte, NC6.09MShares$131 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.76MShares$59.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$41.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.31MShares$28.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL404KShares$8.71 Million0.02% of portfolio