Minich Mac Gregor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Minich Mac Gregor Wealth Management, LLC
- $419 Million
- Q1 2025
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 5,982 shares of PTF stock, worth $328,770. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,982
Previous 5,575
7.3%
Holding current value
$328,770
Previous $404,000
12.87%
% of portfolio
0.08%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding PTF
# of Institutions
122Shares Held
4.89MCall Options Held
5.5KPut Options Held
380K-
Morgan Stanley New York, NY639KShares$35.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC627KShares$34.5 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$26.2 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL300KShares$16.5 Million0.01% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL248KShares$13.7 Million1.78% of portfolio