Octavia Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,116 shares of PYZ stock, worth $291,003. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,116
Previous 3,116
-0.0%
Holding current value
$291,003
Previous $272,000
9.56%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding PYZ
# of Institutions
35Shares Held
193KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY30.3KShares$2.83 Million0.0% of portfolio
-
Truist Financial Corp26.6KShares$2.48 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY20.4KShares$1.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC16KShares$1.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc11KShares$1.03 Million0.0% of portfolio