Pds Planning, Inc Invesco Exchange Traded Fd Tr Transaction History
Pds Planning, Inc
- $1.11 Billion
- Q4 2024
Shares
17 transactions
Others Institutions Holding PYZ
# of Institutions
36Shares Held
184KCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY54.2KShares$4.78 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.2KShares$1.87 Million0.0% of portfolio
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Morgan Stanley New York, NY20.8KShares$1.84 Million0.0% of portfolio
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Concentric Wealth Management, LLC Lafayette, CA10.3KShares$908,4600.21% of portfolio
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Mai Capital Management10.1KShares$890,8200.01% of portfolio