Balboa Wealth Partners Invesco Cef Income Composite E Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$17.35 - $19.08 $41,640 - $45,791	-2,400 Reduced 17.51%	11,308 $204,000
Q3 2022 Jan 04, 2023	BUY	$17.45 - $20.79 $239,204 - $284,989	13,708 New	13,708 $239,000

Others Institutions Holding PCEF

# of Institutions

127

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

2.29M
Shares

$45.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.07M
Shares

$40.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.98M
Shares

$38.9 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.8M
Shares

$35.4 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.72M
Shares

$33.8 Million
0.01% of portfolio

About INVESCO CEF INCOME COMPOSITE E

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