FinTrust Capital Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

FinTrust Capital Advisors’s Portfolio PWB Stock Details PWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$518K	Buy	+5,250	New	+$495K	0.09%	179

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FinTrust Capital Advisors's PWB Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Invesco Large Cap Growth ETF (PWB) in Q3 2024: 5,250 shares worth $518K. The stake represents 0.09% of the portfolio and ranks #179 among its holdings.

167 funds tracked by Wall St. Rank hold PWB as of Q3 2024.

FinTrust Capital Advisors held 5,250 shares of Invesco Large Cap Growth ETF worth $518K as of Q3 2024.
Invesco Large Cap Growth ETF was a new FinTrust Capital Advisors position in Q3 2024.
Invesco Large Cap Growth ETF made up 0.09% of FinTrust Capital Advisors's portfolio in Q3 2024, its #179 holding.
167 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.