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	$21.1 - $23.08 $2,637 - $2,885	-125 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$17.61 - $19.01 $2,201 - $2,376	125 New	125 $2,000

Others Institutions Holding PEY

# of Institutions

217

Shares Held

22.9M

Call Options Held

58.7K

Put Options Held

10.8K

Bank Of America Corp Charlotte, NC

6.01M
Shares

$130 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$59.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.94M
Shares

$41.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.28M
Shares

$27.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

633K
Shares

$13.7 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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