Beaird Harris Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Beaird Harris Wealth Management, LLC
- $1.19 Billion
- Q2 2025
Shares
6 transactions
Others Institutions Holding RWJ
# of Institutions
209Shares Held
22MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.71MShares$120 Million0.04% of portfolio
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Morgan Stanley New York, NY2.05MShares$90.8 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.79MShares$79.2 Million0.02% of portfolio
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Fusion Family Wealth LLC1.44MShares$63.8 Million5.32% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$57.1 Million0.08% of portfolio