Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Pcg Wealth Advisors, LLC
- $205 Million
- Q1 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 16,010 shares of PID stock, worth $285,778. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,010
Previous 19,023
15.84%
Holding current value
$285,778
Previous $351,000
15.67%
% of portfolio
0.14%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding PID
# of Institutions
168Shares Held
22.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.7MShares$66 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.19MShares$39.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.64MShares$29.3 Million0.01% of portfolio
-
Ubs Group Ag1.19MShares$21.3 Million0.01% of portfolio
-
Kaye Capital Management El Segundo, CA986KShares$17.6 Million8.6% of portfolio