Fulcrum Equity Management Invesco Exchange Traded Fd Tr Transaction History
Fulcrum Equity Management
- $95.5 Million
- Q4 2024
A detailed history of Fulcrum Equity Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 15,454 shares of PTF stock, worth $920,594. This represents 1.17% of its overall portfolio holdings.
Number of Shares
15,454Holding current value
$920,594% of portfolio
1.17%Shares
6 transactions
Others Institutions Holding PTF
# of Institutions
121Shares Held
4.85MCall Options Held
5.5KPut Options Held
380K-
Morgan Stanley New York, NY639KShares$38.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC627KShares$37.4 Million0.02% of portfolio
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High Tower Advisors, LLC Chicago, IL477KShares$28.4 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL300KShares$17.9 Million0.01% of portfolio
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Transamerica Financial Advisors, Inc. Clearwater, FL248KShares$14.8 Million1.78% of portfolio