Beam Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Beam Wealth Advisors, Inc.

$166 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 08, 2020	SELL	$37.46 - $55.46 $415,281 - $614,829	-11,086 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$46.94 - $51.63 $520,376 - $572,370	11,086 New	11,086 $570,000

Others Institutions Holding PWB

# of Institutions

164

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

773K
Shares

$74.6 Million
0.04% of portfolio
Morgan Stanley New York, NY

718K
Shares

$69.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

400K
Shares

$38.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

377K
Shares

$36.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

216K
Shares

$20.8 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
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