Pine Harbor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
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 78,876 shares of SPGP stock, worth $8.27 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
78,876
Previous 100,414
21.45%
Holding current value
$8.27 Million
Previous $10.5 Billion
21.29%
% of portfolio
3.33%
Previous 5.23%
Shares
5 transactions
Others Institutions Holding SPGP
# of Institutions
357Shares Held
28.1MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$385 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$337 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$175 Million0.07% of portfolio
-
Retirement Planning Group1.42MShares$148 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$147 Million0.2% of portfolio