Roi Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Roi Financial Advisors, LLC
- $157 Billion
- Q2 2025
A detailed history of Roi Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 45,084 shares of PUI stock, worth $2 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
45,084
Previous 43,787
2.96%
Holding current value
$2 Million
Previous $1.79 Billion
5.2%
% of portfolio
1.2%
Previous 1.3%
Shares
7 transactions
Others Institutions Holding PUI
# of Institutions
40Shares Held
903KCall Options Held
0Put Options Held
0-
Transamerica Financial Advisors, Inc. Clearwater, FL330KShares$14.6 Million1.58% of portfolio
-
Janney Montgomery Scott LLC114KShares$5.05 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC94.3KShares$4.17 Million0.0% of portfolio
-
Silver Oak Securities, Inc Jackson, TN59.2KShares$2.62 Million0.22% of portfolio
-
Morgan Stanley New York, NY43.5KShares$1.93 Million0.0% of portfolio