Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,831 shares of PDP stock, worth $320,129. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,831
Previous 2,831
-0.0%
Holding current value
$320,129
Previous $307,000
108764.17%
% of portfolio
0.01%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PDP
# of Institutions
217Shares Held
7.56MCall Options Held
2.7KPut Options Held
0-
Morgan Stanley New York, NY682KShares$77.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL595KShares$67.3 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL491KShares$55.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA450KShares$50.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC440KShares$49.8 Million0.0% of portfolio