Strategies Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 23,410 shares of PFM stock, worth $1.1 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
23,410
Previous 23,396
0.06%
Holding current value
$1.1 Million
Previous $998 Million
9.16%
% of portfolio
0.15%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$96.1 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.7 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$31.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.9 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.5 Million0.32% of portfolio