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 17,752 shares of PWB stock, worth $1.75 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
17,752
Previous 17,705
0.27%
Holding current value
$1.75 Million
Previous $1.57 Billion
7.12%
% of portfolio
0.76%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding PWB
# of Institutions
171Shares Held
5.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC810KShares$79.9 Million0.04% of portfolio
-
Morgan Stanley New York, NY721KShares$71.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL392KShares$38.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC381KShares$37.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO215KShares$21.2 Million0.05% of portfolio