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 $354,223. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,025
Previous 8,025
-0.0%
Holding current value
$354,223
Previous $260,000
12.69%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding PFM
# of Institutions
130Shares Held
8.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.33MShares$103 Million0.05% of portfolio
-
Flaharty Asset Management, LLC823KShares$36.3 Million5.45% of portfolio
-
Morgan Stanley New York, NY656KShares$29 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL449KShares$19.8 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$18.9 Million0.51% of portfolio