Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,164 shares of PEY stock, worth $274,781. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,164
Previous 14,286
0.85%
Holding current value
$274,781
Previous $302 Million
3.15%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PEY
# of Institutions
217Shares Held
23.7MCall Options Held
60.7KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC6.43MShares$125 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.69MShares$52.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$36.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.35MShares$26.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN579KShares$11.2 Million0.0% of portfolio