Briaud Financial Planning, Inc Invesco Exchange Traded Fd Tr Transaction History
Briaud Financial Planning, Inc
- $254 Million
- Q2 2025
A detailed history of Briaud Financial Planning, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 236 shares of PFI stock, worth $13,098. This represents 0.01% of its overall portfolio holdings.
Number of Shares
236Holding current value
$13,098% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding PFI
# of Institutions
36Shares Held
804KCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC555KShares$30.8 Million0.14% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL292KShares$16.2 Million1.59% of portfolio
-
Janney Montgomery Scott LLC102KShares$5.63 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC55.8KShares$3.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY49.9KShares$2.77 Million0.0% of portfolio