Legacy Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 2024
A detailed history of Legacy Financial Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 42,409 shares of PID stock, worth $757,000. This represents 0.15% of its overall portfolio holdings.
Number of Shares
42,409
Previous 43,729
3.02%
Holding current value
$757,000
Previous $783,000
3.32%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding PID
# of Institutions
161Shares Held
19.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.3MShares$58.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.97MShares$35.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.53MShares$27.3 Million0.01% of portfolio
-
Kaye Capital Management El Segundo, CA1.01MShares$18.1 Million7.87% of portfolio
-
Strategic Wealth Partners, Ltd. Independence, OH938KShares$16.8 Million1.77% of portfolio