Connecticut Wealth Management, LLC Invesco Et Self Idxd Fd Tr Def Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Invesco Et Self Idxd Fd Tr Def stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,128 shares of DEF stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,128
Previous 3,141
0.41%
Holding current value
$0
Previous $227,000
100.0%
% of portfolio
0.0%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding DEF
# of Institutions
72Shares Held
1.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC261KShares$00.0% of portfolio
-
Bergan Kdv Wealth Management, LLC154KShares$01.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO150KShares$00.03% of portfolio
-
Envestnet Asset Management Inc144KShares$00.0% of portfolio
-
Creative Planning Overland Park, KS93.7KShares$00.0% of portfolio