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 $383,835. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,025
Previous 8,025
-0.0%
Holding current value
$383,835
Previous $342,000
9.06%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
146Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.6MShares$76.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL833KShares$39.8 Million0.01% of portfolio
-
Flaharty Asset Management, LLC799KShares$38.2 Million5.72% of portfolio
-
Morgan Stanley New York, NY683KShares$32.7 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$22.2 Million0.03% of portfolio