Pine Harbor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 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 $400,934. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,169
Previous 8,169
-0.0%
Holding current value
$400,934
Previous $327 Million
14.08%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding RWJ
# of Institutions
190Shares Held
20.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.91MShares$143 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.22MShares$109 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.9MShares$93.4 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.33MShares$65.3 Million5.62% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$63.4 Million0.08% of portfolio