Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 180,660 shares of PIO stock, worth $7.45 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
180,660
Previous 180,946
0.16%
Holding current value
$7.45 Million
Previous $7.8 Million
9.48%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding PIO
# of Institutions
123Shares Held
2.52MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC489KShares$20.2 Million0.0% of portfolio
-
1832 Asset Management L.P. Toronto, A6384KShares$15.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY272KShares$11.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA111KShares$4.58 Million0.0% of portfolio
-
Money Design Co.,Ltd.109KShares$4.51 Million0.22% of portfolio