Adams Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Adams Wealth Management

$383 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	N/A	-18,755 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	N/A	18,755 New	18,755 $1.21 Million

Others Institutions Holding PDP

# of Institutions

197

Shares Held

7.69M

Call Options Held

3.7K

Put Options Held

0

Morgan Stanley New York, NY

785K
Shares

$77.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

590K
Shares

$58.6 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

575K
Shares

$57.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

482K
Shares

$47.8 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

434K
Shares

$43.1 Million
0.07% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PDP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Adams Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Adams Wealth Management with notifications on news.