Morgan Rosel Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Morgan Rosel Wealth Management, LLC
- $348 Million
- Q2 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 754 shares of PTF stock, worth $62,069. This represents 0.01% of its overall portfolio holdings.
Number of Shares
754
Previous 754
-0.0%
Holding current value
$62,069
Previous $44,000
15.91%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PTF
# of Institutions
110Shares Held
3.19MCall Options Held
10.1KPut Options Held
100K-
Lpl Financial LLC Fort Mill, SC579KShares$47.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY283KShares$23.3 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL223KShares$18.3 Million1.75% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN213KShares$17.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC176KShares$14.5 Million0.0% of portfolio