Kelly Financial Services LLC Invesco ETF Tr Ii Purebeta 0 5 Transaction History
Kelly Financial Services LLC
- $325 Million
- Q3 2025
A detailed history of Kelly Financial Services LLC transactions in Invesco ETF Tr Ii Purebeta 0 5 stock. As of the latest transaction made, Kelly Financial Services LLC holds 196,555 shares of PBTP stock, worth $5.14 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
196,555
Previous 179,352
9.59%
Holding current value
$5.14 Million
Previous $4.66 Million
10.31%
% of portfolio
1.58%
Previous 1.55%
Shares
3 transactions
Others Institutions Holding PBTP
# of Institutions
33Shares Held
2.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC788KShares$20.6 Million0.01% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA474KShares$12.4 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC198KShares$5.19 Million0.01% of portfolio
-
Tidemark, LLC San Diego, CA198KShares$5.18 Million1.73% of portfolio
-
Bank Of America Corp Charlotte, NC88.3KShares$2.31 Million0.0% of portfolio