Monterey Private Wealth, Inc. Invesco ETF Ii S&P Intl Dev Lo Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding IDLV
# of Institutions
106Shares Held
7.52MCall Options Held
0Put Options Held
0-
Advisor Shares Investments LLC Bethesda, MD1.17MShares$39.1 Million7.24% of portfolio
-
Pfs Investments Inc. Duluth, GA968KShares$32.3 Million0.43% of portfolio
-
Burt Wealth Advisors642KShares$21.4 Million4.93% of portfolio
-
Sei Investments CO Oaks, PA605KShares$20.2 Million0.02% of portfolio
-
Ubs Group Ag335KShares$11.2 Million0.0% of portfolio