Baystate Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 25, 2019	SELL	$19.77 - $21.03 $71,152 - $75,686	-3,599 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	$19.12 - $22.76 $68,812 - $81,913	3,599 New	3,599 $73,000

Others Institutions Holding PBP

# of Institutions

54

Shares Held

2.14M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

530K
Shares

$11.9 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.5 Million
0.13% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

195K
Shares

$4.39 Million
1.06% of portfolio
Cullen/Frost Bankers, Inc.

109K
Shares

$2.45 Million
0.04% of portfolio
Mount Lucas Management LP Newtown, PA

108K
Shares

$2.43 Million
0.7% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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