Baltimore Washington Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$19.52 - $21.06 $1.45 Million - $1.57 Million	74,377 New	74,377 $14,000

Others Institutions Holding PEY

# of Institutions

203

Shares Held

22.6M

Call Options Held

58.7K

Put Options Held

10.8K

Bank Of America Corp Charlotte, NC

6.01M
Shares

$138 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$63.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.89M
Shares

$43.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$30 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

401K
Shares

$9.2 Million
0.02% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEY
Sector ETFs
Industry ETFs

More about PEY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.

Account