Aries Wealth Management Invesco Actively Transaction History

Aries Wealth Management

$357 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$91.8 - $116.42 $183,875 - $233,189	-2,003 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$101.92 - $118.93 $204,145 - $238,216	2,003 New	2,003 $224,000

Others Institutions Holding PSR

# of Institutions

59

Shares Held

1.31M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

949K
Shares

$83.5 Million
0.18% of portfolio
Itau Unibanco Holding S.A. Sao Paulo, D5

48.5K
Shares

$4.27 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

40.5K
Shares

$3.56 Million
0.0% of portfolio
Koshinski Asset Management, Inc.

31.1K
Shares

$2.74 Million
0.01% of portfolio
Morgan Stanley New York, NY

26.1K
Shares

$2.3 Million
0.0% of portfolio

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