Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 2024
A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 8,087 shares of PTF stock, worth $518,942. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,087
Previous 8,087
-0.0%
Holding current value
$518,942
Previous $457 Million
10.2%
% of portfolio
0.23%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding PTF
# of Institutions
100Shares Held
4.12MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC573KShares$36.8 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$30.6 Million0.05% of portfolio
-
Morgan Stanley New York, NY474KShares$30.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC251KShares$16.1 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL239KShares$15.3 Million1.58% of portfolio