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 $405,156. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,778

Holding current value

$405,156

% 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

6.64M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.03M
Shares

$53.8 Million
0.02% of portfolio
Aveo Capital Partners, LLC

532K
Shares

$27.7 Million
3.09% of portfolio
Envestnet Asset Management Inc

393K
Shares

$20.4 Million
0.01% of portfolio
Intelligence Driven Advisers, LLC

347K
Shares

$18 Million
3.24% of portfolio
Merit Financial Group, LLC

286K
Shares

$14.9 Million
0.26% 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