Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 51,484 shares of PID stock, worth $918,989. This represents 0.12% of its overall portfolio holdings.
Number of Shares
51,484
Previous 51,784
0.58%
Holding current value
$918,989
Previous $924,000
0.65%
% of portfolio
0.12%
Previous 0.12%
Shares
19 transactions
Others Institutions Holding PID
# of Institutions
173Shares Held
19.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.47MShares$62 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$30.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$21.8 Million0.01% of portfolio
-
Kaye Capital Management El Segundo, CA1.08MShares$19.3 Million9.07% of portfolio
-
Strategic Wealth Partners, Ltd. Independence, OH952KShares$17 Million1.65% of portfolio