Breakwater Capital Group Invesco Ex Traded Self Indx Fd Transaction History

Breakwater Capital Group

$502 Billion
Q4 2024

A detailed history of Breakwater Capital Group transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Breakwater Capital Group holds 7,778 shares of IUS stock, worth $393,022. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,778

Holding current value

$393,022

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$49.39 - $52.31 $384,155 - $406,867	7,778 New	7,778 $386 Million

Others Institutions Holding IUS

# of Institutions

Shares Held

5.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

976K
Shares

$49.3 Million
0.02% of portfolio
Aveo Capital Partners, LLC

538K
Shares

$27.2 Million
2.97% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

443K
Shares

$22.4 Million
0.05% of portfolio
Intelligence Driven Advisers, LLC

433K
Shares

$21.9 Million
3.14% of portfolio
Envestnet Asset Management Inc

294K
Shares

$14.9 Million
0.0% of portfolio

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About INVESCO EX-TRADED SELF INDX FD

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Breakwater Capital Group Invesco Ex Traded Self Indx Fd Transaction History