Bartlett & Co. Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 265 shares of PID stock, worth $4,730. This represents 0.0% of its overall portfolio holdings.
Number of Shares
265
Previous 320
17.19%
Holding current value
$4,730
Previous $6.33 Million
23.35%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PID
# of Institutions
162Shares Held
19.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.3MShares$58.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.97MShares$35.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.53MShares$27.3 Million0.01% of portfolio
-
Kaye Capital Management El Segundo, CA1.01MShares$18 Million8.95% of portfolio
-
Strategic Wealth Partners, Ltd. Independence, OH938KShares$16.8 Million1.77% of portfolio