Kelly Financial Services LLC Invesco ETF Tr Ii Purebeta 0 5 Transaction History
Kelly Financial Services LLC
- $325 Million
- Q3 2025
A detailed history of Kelly Financial Services LLC transactions in Invesco ETF Tr Ii Purebeta 0 5 stock. As of the latest transaction made, Kelly Financial Services LLC holds 196,555 shares of PBTP stock, worth $5.16 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
196,555
Previous 179,352
9.59%
Holding current value
$5.16 Million
Previous $4.66 Million
10.31%
% of portfolio
1.58%
Previous 1.55%
Shares
3 transactions
Others Institutions Holding PBTP
# of Institutions
36Shares Held
2.58MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC660KShares$17.3 Million0.01% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA474KShares$12.4 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC198KShares$5.21 Million0.01% of portfolio
-
Tidemark, LLC San Diego, CA175KShares$4.6 Million1.57% of portfolio
-
Bank Of America Corp Charlotte, NC103KShares$2.71 Million0.0% of portfolio