Burt Wealth Advisors Invesco Actively Mngd ETF Tr S Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding PHDG
# of Institutions
51Shares Held
2.19MCall Options Held
0Put Options Held
0-
First Premier Bank352KShares$13.4 Million3.35% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI314KShares$12 Million3.41% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.07 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.44 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA112KShares$4.26 Million0.52% of portfolio