Concentrum Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Concentrum Wealth Management
- $217 Billion
- Q1 2024
A detailed history of Concentrum Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concentrum Wealth Management holds 8,094 shares of PTH stock, worth $345,290. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,094
Previous 8,094
-0.0%
Holding current value
$345,290
Previous $317 Million
12.31%
% of portfolio
0.16%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding PTH
# of Institutions
75Shares Held
1.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY203KShares$8.67 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC142KShares$6.06 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC108KShares$4.62 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ96.2KShares$4.1 Million3.32% of portfolio
-
Ubs Group Ag51.8KShares$2.21 Million0.0% of portfolio