New England Guild Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 8,025 shares of PFM stock, worth $375,008. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,025
Previous 8,025
-0.0%
Holding current value
$375,008
Previous $260,000
12.69%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$95.2 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.3 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$31.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.7 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.3 Million0.32% of portfolio