Monterey Private Wealth, Inc. Invesco Exchange Traded Fd Tr Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding PBW
# of Institutions
136Shares Held
3.06MCall Options Held
11.6KPut Options Held
17.7K-
Morgan Stanley New York, NY748KShares$24.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC400KShares$12.9 Million0.0% of portfolio
-
Allianz Se Munich, 2M264KShares$8.52 Million0.12% of portfolio
-
Goldman Sachs Group Inc New York, NY262KShares$8.44 Million0.0% of portfolio
-
Credit Suisse Ag Zurich, V8168KShares$5.41 Million0.0% of portfolio