Morgan Rosel Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Morgan Rosel Wealth Management, LLC
- $271 Million
- Q2 2024
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 31,131 shares of PIE stock, worth $627,912. This represents 0.24% of its overall portfolio holdings.
Number of Shares
31,131
Previous 30,767
1.18%
Holding current value
$627,912
Previous $640,000
3.75%
% of portfolio
0.24%
Previous 0.24%
Shares
23 transactions
Others Institutions Holding PIE
# of Institutions
66Shares Held
3.91MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA558KShares$11.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL432KShares$8.72 Million0.01% of portfolio
-
Morgan Stanley New York, NY354KShares$7.13 Million0.0% of portfolio
-
M Holdings Securities, Inc. Portland, OR277KShares$5.59 Million0.77% of portfolio
-
Maltin Wealth Management, Inc.275KShares$5.54 Million3.54% of portfolio