Treasure Coast Financial Planning Invesco Actively Mngd ETF Tr S Transaction History
Treasure Coast Financial Planning
- $152 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding PHDG
# of Institutions
51Shares Held
2.43MCall Options Held
0Put Options Held
0-
Asset Allocation Strategies LLC Farmington, MI388KShares$15 Million4.88% of portfolio
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First Premier Bank352KShares$13.6 Million3.35% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.18 Million0.31% of portfolio
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Financial Enhancement Group LLC Anderson, IN196KShares$7.57 Million1.2% of portfolio
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January Capital Advisors LLC116KShares$4.49 Million3.38% of portfolio