Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History
Balanced Wealth Group LLC
- $207 Billion
- Q1 2025
A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 6,812 shares of PTF stock, worth $394,210. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,812
Previous 6,812
-0.0%
Holding current value
$394,210
Previous $492 Million
18.42%
% of portfolio
0.19%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding PTF
# of Institutions
122Shares Held
4.91MCall Options Held
5.5KPut Options Held
380K-
Morgan Stanley New York, NY639KShares$37 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC627KShares$36.3 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$27.6 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL300KShares$17.3 Million0.01% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL248KShares$14.4 Million1.78% of portfolio