Pine Harbor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Pine Harbor Wealth Management, LLC
- $312 Billion
- Q3 2025
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 $324,584. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,909
Previous 6,909
-0.0%
Holding current value
$324,584
Previous $299 Million
11.57%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
20.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.93MShares$137 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$98.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.56MShares$73.5 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$67.6 Million5.59% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$60.7 Million0.08% of portfolio