Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 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 45,124 shares of PFM stock, worth $2.09 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
45,124Holding current value
$2.09 Million% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$94.5 Million0.04% of portfolio
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Flaharty Asset Management, LLC820KShares$38.1 Million5.61% of portfolio
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Morgan Stanley New York, NY668KShares$31 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.6 Million0.03% of portfolio
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Clearstead Advisors, LLC Cleveland, OH435KShares$20.2 Million0.32% of portfolio