Cassady Schiller Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 150 shares of PJP stock, worth $12,979. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$12,979
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PJP
# of Institutions
105Shares Held
811KCall Options Held
0Put Options Held
0-
Peak Asset Management, LLC Louisville, CO132KShares$11.4 Million2.06% of portfolio
-
Morgan Stanley New York, NY107KShares$9.26 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY50KShares$4.32 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC48.9KShares$4.23 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC45.8KShares$3.97 Million0.0% of portfolio