Colonial River Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Colonial River Wealth Management, LLC
- $205 Million
- Q4 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 99,448 shares of PEY stock, worth $2.18 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
99,448
Previous 98,741
0.72%
Holding current value
$2.18 Million
Previous $2.17 Million
2.36%
% of portfolio
1.03%
Previous 1.08%
Shares
4 transactions
Others Institutions Holding PEY
# of Institutions
219Shares Held
22.8MCall Options Held
47.6KPut Options Held
1.1K-
Bank Of America Corp Charlotte, NC6.15MShares$135 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.75MShares$60.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$42.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$27.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL633KShares$13.8 Million0.01% of portfolio