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
484Shares Held
23.6MCall Options Held
8.7KPut Options Held
7.38K-
Bank Of America Corp Charlotte, NC7.49MShares$1.15 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.06MShares$315 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$246 Million0.08% of portfolio
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Ubs Group Ag780KShares$120 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA612KShares$93.9 Million0.02% of portfolio