West Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 2024
A detailed history of West Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,250 shares of PIO stock, worth $51,562. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,250
Previous 1,250
-0.0%
Holding current value
$51,562
Previous $50,000
6.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PIO
# of Institutions
116Shares Held
2.48MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC489KShares$20.2 Million0.0% of portfolio
-
1832 Asset Management L.P. Toronto, A6376KShares$15.5 Million0.03% of portfolio
-
Morgan Stanley New York, NY276KShares$11.4 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA181KShares$7.46 Million0.11% of portfolio
-
Money Design Co.,Ltd.127KShares$5.24 Million0.27% of portfolio