Nicholson Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Nicholson Wealth Management Group, LLC

$150 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$18.8 - $21.87 $2.31 Million - $2.69 Million	122,959 New	122,959 $2.54 Billion

Others Institutions Holding PIE

# of Institutions

64

Shares Held

4.71M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

670K
Shares

$12.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

578K
Shares

$10.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

444K
Shares

$8.36 Million
0.01% of portfolio
Morgan Stanley New York, NY

344K
Shares

$6.47 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

337K
Shares

$6.35 Million
1.75% of portfolio

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