Mindset Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Mindset Wealth Management, LLC
- $305 Billion
- Q2 2025
A detailed history of Mindset Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 14,545 shares of PEY stock, worth $308,063. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,545
Previous 14,545
-0.0%
Holding current value
$308,063
Previous $312 Million
4.94%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding PEY
# of Institutions
223Shares Held
22.1MCall Options Held
77.7KPut Options Held
37.9K-
Bank Of America Corp Charlotte, NC5.85MShares$124 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.54MShares$53.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$40.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.29MShares$27.3 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL652KShares$13.8 Million0.0% of portfolio