Pine Harbor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Pine Harbor Wealth Management, LLC
- $250 Billion
- Q1 2025
A detailed history of Pine Harbor Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 6,909 shares of RWJ stock, worth $307,174. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,909
Previous 6,909
-0.0%
Holding current value
$307,174
Previous $316 Million
11.06%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.16MShares$141 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.71MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.04MShares$90.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.54MShares$68.3 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.43MShares$63.4 Million5.33% of portfolio