Lord & Richards Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Lord & Richards Wealth Management, LLC
- $116 Billion
- Q4 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 91,115 shares of PGF stock, worth $1.3 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
91,115
Previous 86,495
5.34%
Holding current value
$1.3 Million
Previous $1.26 Billion
1.88%
% of portfolio
1.11%
Previous 1.16%
Shares
4 transactions
Others Institutions Holding PGF
# of Institutions
184Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.66MShares$23.8 Million0.0% of portfolio
-
Ubs Group Ag1.4MShares$20 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC855KShares$12.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA756KShares$10.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC740KShares$10.6 Million0.0% of portfolio