Polaris Wealth Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding PEY
# of Institutions
221Shares Held
22MCall Options Held
77.7KPut Options Held
37.9K-
Bank Of America Corp Charlotte, NC5.85MShares$119 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.54MShares$51.5 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.93MShares$39.1 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.29MShares$26.2 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL652KShares$13.2 Million0.0% of portfolio