Heritage Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 350 shares of PFM stock, worth $16,863. This represents 0.0% of its overall portfolio holdings.
Number of Shares
350Holding current value
$16,863% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
145Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.6MShares$76.9 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL833KShares$40.1 Million0.01% of portfolio
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Flaharty Asset Management, LLC799KShares$38.5 Million5.72% of portfolio
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Morgan Stanley New York, NY683KShares$32.9 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$22.4 Million0.03% of portfolio