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	$39.06 - $42.96 $11,874 - $13,059	-304 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$26.87 - $30.95 $8,168 - $9,408	304 New	304 $9,000

Others Institutions Holding PIO

# of Institutions

122

Shares Held

2.52M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

489K
Shares

$20 Million
0.0% of portfolio
1832 Asset Management L.P. Toronto, A6

376K
Shares

$15.4 Million
0.03% of portfolio
Morgan Stanley New York, NY

276K
Shares

$11.3 Million
0.0% of portfolio
Congress Wealth Management LLC Boston, MA

181K
Shares

$7.37 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

111K
Shares

$4.53 Million
0.0% of portfolio

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