Assetmark, Inc Invesco Exchange Traded Fd Tr Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Assetmark, Inc holds 325 shares of PBE stock, worth $20,696. This represents 0.0% of its overall portfolio holdings.

Number of Shares

325

Previous 325 -0.0%

Holding current value

$20,696

Previous $21,000 4.76%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$59.62 - $66.11 $19,376 - $21,485	325 New	325 $21,000

Others Institutions Holding PBE

# of Institutions

109

Shares Held

1.39M

Call Options Held

Put Options Held

Gerber Kawasaki Wealth & Investment Management

244K
Shares

$15.5 Million
0.7% of portfolio
Morgan Stanley New York, NY

193K
Shares

$12.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

82.8K
Shares

$5.27 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

75.4K
Shares

$4.8 Million
0.0% of portfolio
Ubs Group Ag

73.2K
Shares

$4.66 Million
0.0% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PBE
Sector ETFs
Industry ETFs

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