American Institute For Advanced Investment Management, LLP Invesco Exchange Traded Fd Tr Transaction History

American Institute For Advanced Investment Management, LLP

$130 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 07, 2020	SELL	$18.21 - $19.31 $209,870 - $222,547	-11,525 Closed	0 $0
Q2 2020 Jul 20, 2020	SELL	$16.34 - $18.31 $180,557 - $202,325	-11,050 Reduced 48.95%	11,525 $209,000
Q1 2020 Apr 22, 2020	BUY	$14.66 - $22.1 $68,682 - $103,538	4,685 Added 26.19%	22,575 $378,000
Q4 2019 Mar 19, 2020	BUY	$21.07 - $22.58 $376,942 - $403,956	17,890 New	17,890 $385,000

Others Institutions Holding PBP

# of Institutions

Shares Held

2.14M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

530K
Shares

$11.9 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.5 Million
0.13% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

195K
Shares

$4.39 Million
1.06% of portfolio
Cullen/Frost Bankers, Inc.

109K
Shares

$2.45 Million
0.04% of portfolio
Mount Lucas Management LP Newtown, PA

108K
Shares

$2.43 Million
0.7% of portfolio

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