True Wealth Design, LLC Invesco Exchange Traded Fd Tr Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 5,206 shares of PWV stock, worth $294,555. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,206
Previous 5,206
-0.0%
Holding current value
$294,555
Previous $287 Million
5.96%
% of portfolio
0.12%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding PWV
# of Institutions
163Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$193 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$63.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC620KShares$35.1 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA536KShares$30.3 Million0.02% of portfolio
-
Ubs Group Ag502KShares$28.4 Million0.01% of portfolio