Evermay Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
A detailed history of Evermay Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 110 shares of PTF stock, worth $7,784. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110
Previous 110
-0.0%
Holding current value
$7,784
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PTF
# of Institutions
101Shares Held
4.24MCall Options Held
1.3KPut Options Held
400-
Lpl Financial LLC Fort Mill, SC577KShares$40.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY573KShares$40.6 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$33.8 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC256KShares$18.1 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL239KShares$16.9 Million1.48% of portfolio