Pine Harbor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 6,909 shares of RWJ stock, worth $289,556. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,909
Previous 8,169
15.42%
Holding current value
$289,556
Previous $373 Million
15.33%
% of portfolio
0.13%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
210Shares Held
23.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.1MShares$130 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.29MShares$96.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.14MShares$89.8 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.49MShares$62.4 Million0.03% of portfolio
-
Fusion Family Wealth LLC1.36MShares$57.2 Million5.71% of portfolio