Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
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 8,087 shares of PTF stock, worth $517,244. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,087
Previous 8,453
4.33%
Holding current value
$517,244
Previous $427 Million
6.96%
% of portfolio
0.2%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding PTF
# of Institutions
93Shares Held
4MCall Options Held
4.9KPut Options Held
500-
Lpl Financial LLC Fort Mill, SC574KShares$36.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY482KShares$30.9 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL466KShares$29.8 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC257KShares$16.5 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL239KShares$15.3 Million1.4% of portfolio