Unique Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 10,135 shares of PFI stock, worth $582,154. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,135
Previous 10,135
-0.0%
Holding current value
$582,154
Previous $504 Million
-0.0%
% of portfolio
0.24%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding PFI
# of Institutions
33Shares Held
751KCall Options Held
0Put Options Held
0-
Transamerica Financial Advisors, Inc. Clearwater, FL271KShares$15.5 Million1.46% of portfolio
-
Janney Montgomery Scott LLC120KShares$6.89 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC56.8KShares$3.26 Million0.0% of portfolio
-
Morgan Stanley New York, NY39.6KShares$2.27 Million0.0% of portfolio
-
Silver Oak Securities, Inc Jackson, TN38.8KShares$2.23 Million0.24% of portfolio