Personal Cfo Solutions, LLC Invesco Exchange Traded Fd Tr Transaction History
Personal Cfo Solutions, LLC
- $600 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding PIE
# of Institutions
62Shares Held
3.99MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA549KShares$11.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL431KShares$9.36 Million0.01% of portfolio
-
Morgan Stanley New York, NY337KShares$7.31 Million0.0% of portfolio
-
Maltin Wealth Management, Inc.257KShares$5.58 Million3.29% of portfolio
-
M Holdings Securities, Inc. Portland, OR240KShares$5.22 Million0.84% of portfolio