Blair William & CO Invesco Exchange Traded Fd Tr Transaction History

Blair William & CO

$32 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$47.8 - $54.98 $11,950 - $13,745	-250 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$48.11 - $52.96 $12,027 - $13,240	250 New	250 $13,000

Others Institutions Holding PFI

# of Institutions

30

Shares Held

755K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

268K
Shares

$14.8 Million
1.4% of portfolio
Janney Montgomery Scott LLC

135K
Shares

$7.45 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.5K
Shares

$3.13 Million
0.0% of portfolio
Morgan Stanley New York, NY

42.4K
Shares

$2.34 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

37.2K
Shares

$2.06 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blair William & CO, based on Form 13F filings with the SEC.

News

Stay updated on Blair William & CO with notifications on news.