Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,275 shares of PBE stock, worth $358,067. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,275
Previous 5,342
1.25%
Holding current value
$358,067
Previous $372,000
5.91%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PBE
# of Institutions
110Shares Held
1.37MCall Options Held
0Put Options Held
0-
Gerber Kawasaki Wealth & Investment Management217KShares$14.7 Million0.7% of portfolio
-
Morgan Stanley New York, NY195KShares$13.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC92.1KShares$6.25 Million0.0% of portfolio
-
Ubs Group Ag79.5KShares$5.39 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA75.6KShares$5.13 Million0.0% of portfolio