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
108Shares Held
3.64MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL570KShares$32.4 Million0.04% of portfolio
-
Morgan Stanley New York, NY460KShares$26.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC280KShares$15.9 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY260KShares$14.8 Million0.0% of portfolio
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Kingsview Wealth Management, LLC Grants Pass, OR226KShares$12.9 Million0.23% of portfolio