Pine Harbor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Pine Harbor Wealth Management, LLC
- $159 Billion
- Q1 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 8,169 shares of RWJ stock, worth $324,799. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,169
Previous 8,169
-0.0%
Holding current value
$324,799
Previous $338 Million
3.33%
% of portfolio
0.22%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding RWJ
# of Institutions
179Shares Held
20.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.88MShares$114 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.17MShares$86.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$56.7 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.34MShares$53.1 Million0.09% of portfolio
-
Fusion Family Wealth LLC1.24MShares$49.4 Million5.51% of portfolio