Colonial River Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Colonial River Wealth Management, LLC
- $186 Million
- Q2 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 95,845 shares of PEY stock, worth $2.06 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
95,845
Previous 80,761
18.68%
Holding current value
$2.06 Million
Previous $1.67 Million
12.9%
% of portfolio
1.01%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding PEY
# of Institutions
213Shares Held
22.6MCall Options Held
40.8KPut Options Held
10.7K-
Bank Of America Corp Charlotte, NC6.09MShares$131 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.76MShares$59.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$41.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.31MShares$28.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL404KShares$8.7 Million0.02% of portfolio