Bernard Wealth Management Corp. Invesco Exchange Traded Fd Tr Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 12 shares of PBW stock, worth $366. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12
Previous 12
-0.0%
Holding current value
$366
Previous $240,000
44.58%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PBW
# of Institutions
157Shares Held
5.16MCall Options Held
16KPut Options Held
15K-
Morgan Stanley New York, NY959KShares$29.3 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL812KShares$24.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC535KShares$16.3 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY264KShares$8.05 Million0.0% of portfolio
-
Allianz Se Munich, 2M214KShares$6.53 Million0.14% of portfolio