Sheets Smith Wealth Management Invesco Actively Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding PSR
# of Institutions
55Shares Held
356KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.4KShares$3.85 Million0.0% of portfolio
-
Merit Financial Group, LLC40.7KShares$3.69 Million0.09% of portfolio
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Koshinski Asset Management, Inc.32.7KShares$2.97 Million0.29% of portfolio
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Morgan Stanley New York, NY30.2KShares$2.75 Million0.0% of portfolio
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Avantax Advisory Services, Inc.18.7KShares$1.69 Million0.01% of portfolio