Mark Sheptoff Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 175 shares of PSI stock, worth $9,745. This represents 0.01% of its overall portfolio holdings.
Number of Shares
175
Previous 175
-0.0%
Holding current value
$9,745
Previous $10,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding PSI
# of Institutions
139Shares Held
3.85MCall Options Held
5.1KPut Options Held
1.7K-
Lpl Financial LLC Fort Mill, SC559KShares$31.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY291KShares$16.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC279KShares$15.5 Million0.0% of portfolio
-
Ubs Group Ag210KShares$11.7 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC193KShares$10.8 Million0.03% of portfolio