Avion Wealth Invesco Exchange Traded Fd Tr Transaction History

Avion Wealth

$373 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$22.99 - $25.59 $11,495 - $12,795	-500 Closed	0 $0
Q1 2020 Apr 08, 2020	BUY	$11.48 - $23.42 $5,740 - $11,710	500 New	500 $7,000

Others Institutions Holding CVY

# of Institutions

42

Shares Held

706K

Call Options Held

0

Put Options Held

0

Hbk Sorce Advisory LLC Erie, PA

107K
Shares

$2.68 Million
0.1% of portfolio
Morgan Stanley New York, NY

93.8K
Shares

$2.34 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

91.5K
Shares

$2.28 Million
0.0% of portfolio
Mgb Wealth Management, LLC Addison, TX

59.3K
Shares

$1.48 Million
0.62% of portfolio
Cambridge Investment Research Advisors, Inc.

54.9K
Shares

$1.37 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.