Polaris Wealth Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
4 transactions
Others Institutions Holding PEJ
# of Institutions
111Shares Held
1.86MCall Options Held
1.2KPut Options Held
7K-
Kingsview Wealth Management, LLC Grants Pass, OR220KShares$12.5 Million0.24% of portfolio
-
Prudential PLC London, England, X0211KShares$12 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC198KShares$11.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC129KShares$7.34 Million0.0% of portfolio
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Wealthfront Advisers LLC123KShares$6.99 Million0.01% of portfolio