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 17,705 shares of PWB stock, worth $1.71 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
17,705
Previous 17,703
0.01%
Holding current value
$1.71 Million
Previous $1.38 Billion
13.85%
% of portfolio
0.7%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding PWB
# of Institutions
164Shares Held
5.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC773KShares$74.6 Million0.04% of portfolio
-
Morgan Stanley New York, NY718KShares$69.2 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL400KShares$38.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC377KShares$36.4 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO216KShares$20.8 Million0.0% of portfolio