Summit Trail Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Summit Trail Advisors, LLC
- $3 Billion
- Q1 2025
Shares
5 transactions
Others Institutions Holding PSJ
# of Institutions
125Shares Held
3.04MCall Options Held
0Put Options Held
0-
Ubs Group Ag712KShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC320KShares$00.0% of portfolio
-
Morgan Stanley New York, NY296KShares$00.0% of portfolio
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Bank Of America Corp Charlotte, NC169KShares$00.0% of portfolio
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Berkshire Money Management, Inc.164KShares$00.0% of portfolio