Wealthsource Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding PWB
# of Institutions
173Shares Held
5.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC810KShares$81.9 Million0.04% of portfolio
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Morgan Stanley New York, NY721KShares$72.9 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL386KShares$39 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC381KShares$38.5 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.262KShares$26.4 Million0.09% of portfolio