Connecticut Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 8,025 shares of PFM stock, worth $383,434. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,025
Previous 8,025
-0.0%
Holding current value
$383,434
Previous $342,000
9.06%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
137Shares Held
9.36MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$97.3 Million0.04% of portfolio
-
Flaharty Asset Management, LLC799KShares$38.2 Million5.72% of portfolio
-
Morgan Stanley New York, NY668KShares$31.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$22.2 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.8 Million0.32% of portfolio