Beaird Harris Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding RWJ
# of Institutions
208Shares Held
23.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.1MShares$144 Million0.06% of portfolio
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Morgan Stanley New York, NY2.29MShares$107 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.14MShares$99.8 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.49MShares$69.3 Million0.03% of portfolio
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Fusion Family Wealth LLC1.36MShares$63.5 Million5.71% of portfolio