Treasure Coast Financial Planning Invesco Actively Mngd ETF Tr S Transaction History
Treasure Coast Financial Planning
- $162 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding PHDG
# of Institutions
51Shares Held
2.19MCall Options Held
0Put Options Held
0-
First Premier Bank352KShares$13.4 Million3.35% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI314KShares$11.9 Million3.41% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.04 Million0.31% of portfolio
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January Capital Advisors LLC116KShares$4.42 Million3.38% of portfolio
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Philip James Wealth Mangement, LLC Milton, GA112KShares$4.25 Million0.52% of portfolio