Avaii Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Avaii Wealth Management, LLC

$178 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$18.82 - $23.76 $168,439 - $212,652	-8,950 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$22.26 - $25.8 $199,227 - $230,910	8,950 New	8,950 $209,000

Others Institutions Holding PIE

# of Institutions

63

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

7.21M
Shares

$144 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

578K
Shares

$11.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

444K
Shares

$8.87 Million
0.01% of portfolio
Morgan Stanley New York, NY

344K
Shares

$6.87 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

337K
Shares

$6.74 Million
1.75% of portfolio

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