Trinity Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 2024
A detailed history of Trinity Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 3,907 shares of PDP stock, worth $387,847. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,907
Previous 3,907
-0.0%
Holding current value
$387,847
Previous $334,000
15.27%
% of portfolio
0.2%
Previous 0.2%
Shares
13 transactions
Others Institutions Holding PDP
# of Institutions
197Shares Held
7.69MCall Options Held
3.7KPut Options Held
0-
Morgan Stanley New York, NY785KShares$77.9 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL590KShares$58.6 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA575KShares$57.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC482KShares$47.8 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC434KShares$43.1 Million0.07% of portfolio