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

55

Shares Held

2.04M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

457K
Shares

$10.6 Million
0.0% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

203K
Shares

$4.73 Million
1.04% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.66 Million
0.13% of portfolio
Mount Lucas Management LP Newtown, PA

112K
Shares

$2.61 Million
0.89% of portfolio
Cullen/Frost Bankers, Inc.

110K
Shares

$2.55 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBP
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