Root Financial Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 102 shares of PXE stock, worth $3,034. This represents 0.0% of its overall portfolio holdings.

Number of Shares

102

Holding current value

$3,034

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$27.41 - $30.45 $2,795 - $3,105	102 New	102 $3 Million

Others Institutions Holding PXE

# of Institutions

Shares Held

892K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

250K
Shares

$7.44 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

136K
Shares

$4.05 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

83.2K
Shares

$2.48 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

64.9K
Shares

$1.93 Million
0.0% of portfolio
Mraz, Amerine & Associates, Inc.

53.3K
Shares

$1.59 Million
0.26% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXE
Sector ETFs
Industry ETFs

More about PXE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Invesco Exchange Traded Fd Tr Transaction History