Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,008,078 shares of PID stock, worth $18 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
1,008,078Holding current value
$18 Million% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding PID
# of Institutions
174Shares Held
19.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.47MShares$62 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.6MShares$28.6 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$21.8 Million0.01% of portfolio
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Kaye Capital Management El Segundo, CA1.01MShares$18 Million7.89% of portfolio
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Strategic Wealth Partners, Ltd. Independence, OH959KShares$17.1 Million1.5% of portfolio