Cabot Wealth Management Inc Invesco Actively Mngd ETF Tr U Transaction History

Cabot Wealth Management Inc

$794 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 30, 2018	SELL	$50.18 - $50.34 $208,247 - $208,911	-4,150 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$50.16 - $50.29 $208,164 - $208,703	4,150 New	4,150 $209,000

Others Institutions Holding GSY

# of Institutions

237

Shares Held

29.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.12M
Shares

$157 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$121 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

2.4M
Shares

$121 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.52M
Shares

$76.2 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

1.42M
Shares

$71.4 Million
0.24% of portfolio

About INVESCO ACTIVELY MNGD ETF TR U

Ticker GSY
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