Carret Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Carret Asset Management, LLC
- $898 Million
- Q3 2024
A detailed history of Carret Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Carret Asset Management, LLC holds 6,000 shares of PFM stock, worth $288,300. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$288,300
Previous $256,000
8.98%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$97.8 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$39.4 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$32.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$22.3 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.9 Million0.32% of portfolio