Sugarloaf Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 53,780 shares of PEY stock, worth $1.22 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
53,780
Previous 53,664
0.22%
Holding current value
$1.22 Million
Previous $1.05 Million
11.97%
% of portfolio
0.24%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding PEY
# of Institutions
202Shares Held
22.3MCall Options Held
58.7KPut Options Held
10.8K-
Bank Of America Corp Charlotte, NC6.01MShares$137 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.76MShares$62.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$43 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.31MShares$29.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL401KShares$9.12 Million0.02% of portfolio