Genesis Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Genesis Wealth Advisors, LLC
- $115 Billion
- Q4 2024
A detailed history of Genesis Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 5,864 shares of PFM stock, worth $278,188. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,864Holding current value
$278,188% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
137Shares Held
9.38MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$96.6 Million0.04% of portfolio
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Flaharty Asset Management, LLC820KShares$38.9 Million5.61% of portfolio
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Morgan Stanley New York, NY668KShares$31.7 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$22 Million0.03% of portfolio
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Clearstead Advisors, LLC Cleveland, OH435KShares$20.6 Million0.32% of portfolio