Fulcrum Equity Management Invesco Exchange Traded Fd Tr Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding PYZ
# of Institutions
36Shares Held
184KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY54.2KShares$4.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.2KShares$1.84 Million0.0% of portfolio
-
Morgan Stanley New York, NY20.8KShares$1.8 Million0.0% of portfolio
-
Concentric Wealth Management, LLC Lafayette, CA10.3KShares$891,2590.21% of portfolio
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Mai Capital Management10.1KShares$873,9530.01% of portfolio