Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History
Atria Wealth Solutions, Inc.
- $8.63 Billion
- Q1 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 209,863 shares of PFM stock, worth $9.02 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
209,863
Previous 206,780
1.49%
Holding current value
$9.02 Million
Previous $8.25 Million
8.31%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding PFM
# of Institutions
128Shares Held
8.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.33MShares$100 Million0.05% of portfolio
-
Flaharty Asset Management, LLC823KShares$35.4 Million5.45% of portfolio
-
Morgan Stanley New York, NY656KShares$28.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL429KShares$18.4 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$18.4 Million0.51% of portfolio