Carolinas Wealth Consulting LLC Invesco Exchange Traded Fd Tr Transaction History
Carolinas Wealth Consulting LLC
- $542 Million
- Q2 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 9,223 shares of PIE stock, worth $187,595. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,223
Previous 8,623
6.96%
Holding current value
$187,595
Previous $179,000
9.5%
% of portfolio
0.04%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding PIE
# of Institutions
66Shares Held
3.91MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA558KShares$11.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL432KShares$8.79 Million0.01% of portfolio
-
Morgan Stanley New York, NY354KShares$7.19 Million0.0% of portfolio
-
M Holdings Securities, Inc. Portland, OR277KShares$5.64 Million0.77% of portfolio
-
Maltin Wealth Management, Inc.275KShares$5.59 Million3.54% of portfolio