Philip James Wealth Mangement, LLC Invesco Exchange Traded Fd Tr Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 25,849 shares of PWV stock, worth $1.47 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
25,849
Previous 25,716
0.52%
Holding current value
$1.47 Million
Previous $1.42 Billion
6.51%
% of portfolio
0.19%
Previous 0.94%
Shares
4 transactions
Others Institutions Holding PWV
# of Institutions
163Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$195 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$64.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC620KShares$35.3 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA536KShares$30.5 Million0.02% of portfolio
-
Ubs Group Ag502KShares$28.6 Million0.01% of portfolio