Aptus Capital Advisors, LLC Invesco Dwa Industrials Moment Transaction History

Aptus Capital Advisors, LLC

$6.27 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$79.13 - $98.26 $16,300 - $20,241	-206 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$92.95 - $115.26 $19,147 - $23,743	206 New	206 $20,000

Others Institutions Holding PRN

# of Institutions

90

Shares Held

1.26M

Call Options Held

4K

Put Options Held

6K

Wells Fargo & Company San Francisco, CA

155K
Shares

$26.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

141K
Shares

$24.2 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

126K
Shares

$21.6 Million
0.03% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$19.4 Million
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

82.8K
Shares

$14.2 Million
0.01% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

Ticker PRN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.