Octavia Wealth Advisors, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Octavia Wealth Advisors, LLC
- $990 Million
- Q3 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 11,795 shares of PXF stock, worth $749,926. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,795
Previous 11,235
4.98%
Holding current value
$749,926
Previous $645,000
11.78%
% of portfolio
0.07%
Previous 0.07%
Shares
18 transactions
Others Institutions Holding PXF
# of Institutions
230Shares Held
27.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11.4MShares$723 Million0.12% of portfolio
-
Invesco Ltd. Atlanta, GA4.36MShares$277 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.36MShares$86.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC937KShares$59.6 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA717KShares$45.6 Million0.53% of portfolio