Bernard Wealth Management Corp. Invesco Exchange Traded Fd Tr Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 750 shares of PEJ stock, worth $44,460. This represents 0.02% of its overall portfolio holdings.
Number of Shares
750
Previous 750
-0.0%
Holding current value
$44,460
Previous $42.7 Million
6.47%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PEJ
# of Institutions
107Shares Held
3.37MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL573KShares$34 Million0.04% of portfolio
-
Morgan Stanley New York, NY479KShares$28.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY260KShares$15.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC200KShares$11.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL197KShares$11.7 Million0.0% of portfolio