Atlas Private Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History
Atlas Private Wealth Advisors
- $299 Million
- Q1 2024
A detailed history of Atlas Private Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 91,460 shares of PFM stock, worth $3.9 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
91,460
Previous 482,826
81.06%
Holding current value
$3.9 Million
Previous $19.3 Million
79.79%
% of portfolio
1.3%
Previous 3.59%
Shares
13 transactions
Others Institutions Holding PFM
# of Institutions
127Shares Held
8.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.33MShares$99.6 Million0.05% of portfolio
-
Flaharty Asset Management, LLC823KShares$35.1 Million5.45% of portfolio
-
Morgan Stanley New York, NY656KShares$28 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL429KShares$18.3 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$18.2 Million0.51% of portfolio