Burt Wealth Advisors Invesco Actively Mngd ETF Tr S Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding PHDG
# of Institutions
56Shares Held
2.44MCall Options Held
0Put Options Held
0-
First Premier Bank348KShares$11.7 Million3.22% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI239KShares$8.08 Million2.17% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$7.16 Million0.31% of portfolio
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Lcnb Corp Lebanon, OH126KShares$4.25 Million1.71% of portfolio
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January Capital Advisors LLC116KShares$3.93 Million3.38% of portfolio