Founders Financial Alliance, LLC Invesco Exchange Traded Fd Tr Transaction History

Founders Financial Alliance, LLC

$325 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	N/A	157 New	157 $6,000

Others Institutions Holding PFI

# of Institutions

32

Shares Held

756K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

268K
Shares

$13.1 Million
1.36% of portfolio
Janney Montgomery Scott LLC

150K
Shares

$7.31 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

57.3K
Shares

$2.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$1.93 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

27K
Shares

$1.32 Million
0.21% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.