Mindset Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Mindset Wealth Management, LLC
- $367 Billion
- Q3 2025
A detailed history of Mindset Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 14,545 shares of PEY stock, worth $293,518. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,545
Previous 14,545
-0.0%
Holding current value
$293,518
Previous $297 Million
3.22%
% of portfolio
0.08%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding PEY
# of Institutions
228Shares Held
21.9MCall Options Held
56.3KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC5.66MShares$114 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.5MShares$50.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$38.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.31MShares$26.4 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL669KShares$13.5 Million0.0% of portfolio