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
Q2 2022 Jul 21, 2022	SELL	$35.63 - $48.89 $19,596 - $26,889	-550 Reduced 7.67%	6,625 $240,000
Q1 2022 Apr 20, 2022	BUY	$42.87 - $50.75 $29,580 - $35,017	690 Added 10.64%	7,175 $350,000
Q4 2021 Feb 10, 2022	SELL	$44.18 - $53.27 $44,842 - $54,069	-1,015 Reduced 13.53%	6,485 $318,000
Q3 2021 Oct 19, 2021	BUY	$47.19 - $52.38 $353,925 - $392,850	7,500 New	7,500 $378,000

Others Institutions Holding PEJ

# of Institutions

115

Shares Held

2.1M

Call Options Held

4.1K

Put Options Held

100

Prudential PLC London, England, X0

251K
Shares

$11.9 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

210K
Shares

$9.96 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

184K
Shares

$8.72 Million
0.0% of portfolio
Morgan Stanley New York, NY

151K
Shares

$7.15 Million
0.0% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

136K
Shares

$6.45 Million
0.16% of portfolio

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