Bar Harbor Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Bar Harbor Wealth Management

$1.52 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$51.43 - $59.66 $257,150 - $298,300	-5,000 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$47.8 - $54.98 $239,000 - $274,900	5,000 New	5,000 $265,000

Others Institutions Holding PFI

# of Institutions

35

Shares Held

806K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

292K
Shares

$16.4 Million
1.59% of portfolio
Janney Montgomery Scott LLC

102K
Shares

$5.71 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

55.8K
Shares

$3.14 Million
0.0% of portfolio
Morgan Stanley New York, NY

49.9K
Shares

$2.81 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

45.8K
Shares

$2.58 Million
0.23% of portfolio

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