Selective Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding PBE
# of Institutions
110Shares Held
1.39MCall Options Held
0Put Options Held
0-
Gerber Kawasaki Wealth & Investment Management224KShares$15.2 Million0.65% of portfolio
-
Morgan Stanley New York, NY196KShares$13.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC92.1KShares$6.27 Million0.0% of portfolio
-
Ubs Group Ag75.7KShares$5.15 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA74.3KShares$5.06 Million0.0% of portfolio