Heron Financial Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heron Financial Group, LLC holds 51,666 shares of PIE stock, worth $1.05 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
51,666
Previous 52,092
0.82%
Holding current value
$1.05 Million
Previous $965,000
1.55%
% of portfolio
0.53%
Previous 0.53%
Shares
14 transactions
Others Institutions Holding PIE
# of Institutions
66Shares Held
3.91MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA558KShares$11.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL432KShares$8.79 Million0.01% of portfolio
-
Morgan Stanley New York, NY354KShares$7.19 Million0.0% of portfolio
-
M Holdings Securities, Inc. Portland, OR277KShares$5.64 Million0.77% of portfolio
-
Maltin Wealth Management, Inc.275KShares$5.59 Million3.54% of portfolio