Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
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 20,784 shares of PBE stock, worth $1.44 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,784
Previous 20,941
0.75%
Holding current value
$1.44 Million
Previous $1.36 Million
0.59%
% of portfolio
0.18%
Previous 0.18%
Shares
16 transactions
Others Institutions Holding PBE
# of Institutions
110Shares Held
1.47MCall Options Held
0Put Options Held
0-
Gerber Kawasaki Wealth & Investment Management313KShares$21.7 Million1.03% of portfolio
-
Morgan Stanley New York, NY225KShares$15.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC101KShares$6.98 Million0.0% of portfolio
-
Ubs Group Ag75.9KShares$5.26 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA73.7KShares$5.11 Million0.0% of portfolio