1 North Wealth Services LLC Invesco Exchange Traded Fd Tr Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$102.88 - $117.55 $5,864 - $6,700	-57 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$59.31 - $64.55 $3,380 - $3,679	57 New	57 $4,000

Others Institutions Holding PDP

# of Institutions

213

Shares Held

7.84M

Call Options Held

13.4K

Put Options Held

11K

Raymond James Financial Inc St. Petersburg, FL

748K
Shares

$84.4 Million
0.03% of portfolio
Morgan Stanley New York, NY

713K
Shares

$80.4 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

595K
Shares

$67.1 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

553K
Shares

$62.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$52.3 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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