Lwm Advisory Services, LLC Invesco Exchange Traded Self I Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding OMFS
# of Institutions
71Shares Held
6.19MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA1.68MShares$66.4 Million0.01% of portfolio
-
Pfs Investments Inc. Duluth, GA867KShares$34.4 Million0.51% of portfolio
-
Solano Wealth Management, Inc. Fairfield, CA554KShares$21.9 Million11.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC530KShares$21 Million0.01% of portfolio
-
First Command Advisory Services, Inc.448KShares$17.7 Million0.16% of portfolio