Legacy Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
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 41,118 shares of PID stock, worth $733,956. This represents 0.14% of its overall portfolio holdings.
Number of Shares
41,118
Previous 37,547
9.51%
Holding current value
$733,956
Previous $670,000
9.4%
% of portfolio
0.14%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding PID
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.13MShares$55.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.6MShares$28.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$21.8 Million0.01% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS1.01MShares$18 Million0.48% of portfolio
-
Kaye Capital Management El Segundo, CA1.01MShares$18 Million7.89% of portfolio