Modera Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,495 shares of PFM stock, worth $213,063. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,495Holding current value
$213,063% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PFM
# of Institutions
139Shares Held
10.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$96.5 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL833KShares$39.5 Million0.01% of portfolio
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Flaharty Asset Management, LLC799KShares$37.9 Million5.72% of portfolio
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Morgan Stanley New York, NY668KShares$31.7 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$22 Million0.03% of portfolio