Selective Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding PBJ
# of Institutions
54Shares Held
807KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC129KShares$6.17 Million0.0% of portfolio
-
Morgan Stanley New York, NY93KShares$4.46 Million0.0% of portfolio
-
Mainsail Financial Group, LLC Bellevue, WA82.4KShares$3.95 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC64.1KShares$3.08 Million0.0% of portfolio
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Sage Capital Management, LLC Stockton, NJ56KShares$2.69 Million1.32% of portfolio