Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Steel Peak Wealth Management LLC
- $1.98 Billion
- Q1 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 17,283 shares of PFM stock, worth $740,230. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,283
Previous 29,510
41.43%
Holding current value
$740,230
Previous $1.18 Million
37.55%
% of portfolio
0.04%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding PFM
# of Institutions
127Shares Held
8.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.33MShares$100 Million0.05% of portfolio
-
Flaharty Asset Management, LLC823KShares$35.3 Million5.45% of portfolio
-
Morgan Stanley New York, NY656KShares$28.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL429KShares$18.4 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$18.3 Million0.51% of portfolio