Trueblood Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Trueblood Wealth Management, LLC
- $239 Billion
- Q2 2025
A detailed history of Trueblood Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 6,705 shares of PFI stock, worth $372,127. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,705
Previous 6,078
10.32%
Holding current value
$372,127
Previous $325 Million
17.08%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding PFI
# of Institutions
36Shares Held
1.35MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC555KShares$30.8 Million0.14% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL292KShares$16.2 Million1.59% of portfolio
-
Janney Montgomery Scott LLC102KShares$5.63 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC55.8KShares$3.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY49.9KShares$2.77 Million0.0% of portfolio