Horizon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Horizon Wealth Management, LLC
- $526 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding PFM
# of Institutions
144Shares Held
9.12MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$98.3 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL846KShares$42.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$36.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$23.2 Million0.03% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC427KShares$21.4 Million0.51% of portfolio