True Wealth Design, LLC Invesco Exchange Traded Fd Tr Transaction History
True Wealth Design, LLC
- $405 Billion
- Q2 2024
A detailed history of True Wealth Design, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 5,206 shares of PWV stock, worth $302,937. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,206
Previous 5,206
-0.0%
Holding current value
$302,937
Previous $295 Million
2.89%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding PWV
# of Institutions
150Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$188 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$63 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC617KShares$35.9 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA518KShares$30.2 Million0.02% of portfolio
-
Ubs Group Ag502KShares$29.2 Million0.01% of portfolio