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

American Institute For Advanced Investment Management, LLP

$144 Million
Q2 2025

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

4.2M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

635K
Shares

$14.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

553K
Shares

$12.2 Million
0.0% of portfolio
United Community Bank Greenville, SC

529K
Shares

$11.7 Million
3.96% of portfolio
Mai Capital Management

348K
Shares

$7.71 Million
0.06% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

203K
Shares

$4.5 Million
1.04% of portfolio

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