Aj Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
Shares
2 transactions
Others Institutions Holding PBP
# of Institutions
59Shares Held
4.31MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ635KShares$14.1 Million0.03% of portfolio
-
Morgan Stanley New York, NY553KShares$12.2 Million0.0% of portfolio
-
United Community Bank Greenville, SC529KShares$11.7 Million3.96% of portfolio
-
Mai Capital Management348KShares$7.71 Million0.06% of portfolio
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Edmonds Duncan Registered Investment Advisors, LLC203KShares$4.5 Million1.04% of portfolio