Mgb Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Mgb Wealth Management, LLC
- $322 Billion
- Q4 2024
A detailed history of Mgb Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 66,548 shares of CVY stock, worth $1.75 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
66,548
Previous 58,037
14.66%
Holding current value
$1.75 Million
Previous $1.52 Billion
10.45%
% of portfolio
0.52%
Previous 0.55%
Shares
5 transactions
Others Institutions Holding CVY
# of Institutions
42Shares Held
730KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY124KShares$3.24 Million0.0% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA110KShares$2.87 Million0.11% of portfolio
-
Commonwealth Equity Services, LLC90.6KShares$2.38 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.69.8KShares$1.83 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC56.8KShares$1.49 Million0.0% of portfolio