Evermay Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 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 $6,838. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110
Previous 110
-0.0%
Holding current value
$6,838
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PTF
# of Institutions
121Shares Held
4.91MCall Options Held
5.5KPut Options Held
380K-
Morgan Stanley New York, NY639KShares$39.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC627KShares$39 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$29.6 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL300KShares$18.6 Million0.01% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL248KShares$15.4 Million1.78% of portfolio