Philip James Wealth Mangement, LLC Invesco Exchange Traded Fd Tr Transaction History
Philip James Wealth Mangement, LLC
- $141 Billion
- Q1 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 25,580 shares of PWV stock, worth $1.4 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
25,580
Previous 27,747
7.81%
Holding current value
$1.4 Million
Previous $1.41 Billion
2.98%
% of portfolio
1.03%
Previous 1.09%
Shares
2 transactions
Others Institutions Holding PWV
# of Institutions
144Shares Held
9.57MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$180 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC970KShares$53.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC631KShares$34.6 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA505KShares$27.7 Million0.02% of portfolio
-
Ubs Group Ag502KShares$27.6 Million0.01% of portfolio