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 PPA
# of Institutions
434Shares Held
22.5MCall Options Held
13.5KPut Options Held
1.7K-
Bank Of America Corp Charlotte, NC7.67MShares$999 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.91MShares$249 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.45MShares$189 Million0.07% of portfolio
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Ubs Group Ag760KShares$98.9 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA616KShares$80.2 Million0.02% of portfolio